Closer to the End of Fed Hikes: Principal AM's Wan

The video discusses the current state of the bond market, focusing on the disconnect between market expectations and the Federal Reserve's policy on rate hikes and cuts. It explores the potential for yield curve steepening as the rate hiking cycle nears its end. Additionally, the video examines the impact of recent events involving Credit Suisse and AT1 bonds, highlighting differences in market reactions between Asia and Europe.

What are the current expectations regarding the bond market and the tightening cycle?

How does the market's perception of rate cuts differ from the Fed's stance?

What factors might influence the timing of rate cuts according to the discussion?

What is the significance of the yield curve in relation to the end of the rate hiking cycle?

How do the loan practices in Asia differ from those in Europe, and what implications does this have?