Global Markets' Changing Attitude Towards Yield

The video discusses potential changes in market regimes, focusing on bond yields and central bank policies. It highlights the impact of recent events in the JGB market and ECB meeting on global markets. The discussion also covers strategies for finding uncorrelated assets, with a focus on markets in China, Korea, and Taiwan. The role of central banks, particularly the BOJ and ECB, in shaping market dynamics is emphasized, along with the potential for debt forgiveness and long-term bond issuance.

What factors contributed to the recent changes in the JGB market?

In what ways might a bond sell-off affect equity markets?

How do central banks' policies in certain countries differ from the Fed's actions?

What implications does the potential tweak in BOJ's bond purchasing guidance have?

What are the potential outcomes of the ECB meeting regarding negative deposit rates?