Eric Robertson from Standard Chartered discusses the current stance on US Treasurys, highlighting a shift to a neutral position due to changes in economic sentiment and market pricing. Despite deteriorating economic data, the market seems largely priced in, with expectations for Fed rates and inflation adjusting. The recent pullback in bond markets is seen as a correction rather than a new trend, influenced by increased bond supply and optimism in US-China trade talks. Policymakers are becoming more aggressive with monetary and fiscal policies, leading to market consolidation.

What was the main reason for Standard Chartered's shift to a neutral stance on US Treasurys?

• A significant rise in inflation expectations

• A dramatic change in economic and fixed income sentiment

• An unexpected increase in US Treasury yields

• A new trend in the bond market

How does Eric Robertson describe the recent pullback in treasuries and bunds?

• As a reaction to a decrease in bond supply

• As a small correction in a larger trend

• As the start of a new trend

• As a result of declining US-China trade talks

What is Eric's view on the potential for a significant increase in US Treasury yields?

• He expects a slight decrease

• He expects yields to remain stable

• He does not expect a significant increase

• He expects a significant increase

What factor does Eric Robertson mention as contributing to the recent increase in bond yields?

• A significant increase in bond supply

• A reduction in US-China trade optimism

• A decline in global fiscal policies

• A decrease in corporate bond issuance

What evidence does Eric mention regarding global policymakers' actions?

• They are becoming more aggressive with both monetary and fiscal policies

• They are maintaining the status quo

• They are focusing solely on fiscal policies

• They are becoming less aggressive with monetary policies