Markets in 3 Minutes: Major Turning Point in US 2-Year Yields

The video discusses a potential turning point in short-dated US Treasuries, suggesting that yields may have peaked after a consistent rise due to inflation concerns. The speaker predicts a recession in Q4 and a steepening yield curve, with long-end yields possibly rising. The discussion also covers China's market outlook, noting positive developments but cautioning against premature optimism.

What consistent themes has the speaker identified in their economic outlook over the past couple of years?

What are the speaker's views on the current state of the Chinese market?