Treasury Yields Seem a Little Low, Barings' Smart Says

The video discusses various factors affecting treasury yields, including bid to cover ratio, Chinese demand, and US debt. It highlights the resilience of the economy with low unemployment and strong corporate earnings. The discussion also covers inflation, market perceptions, and the strength of the household and corporate sectors. The video concludes with a long-term investment perspective, considering central bank policies, technological changes, and political factors like tariffs.

What are the potential implications of ongoing trade tensions on the bond market?

In what ways might technology and digitization impact future investment strategies?