What consistent themes has the speaker identified in their economic outlook over the past couple of years?
Markets in 3 Minutes: Major Turning Point in US 2-Year Yields
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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.
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3 mins • 1 pt
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What are the speaker's views on the current state of the Chinese market?
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