Gill: Use Volatility To Add To Stocks, Riskier Bond Exposures

The video discusses the current state of the treasury market, highlighting one of the worst sell-offs in 22 years. It explores short and long-term market outlooks, focusing on inflation and yield expectations. The impact of rising yields on bonds and risky assets is analyzed, with a look at potential opportunities in high yield and emerging market bonds. The role of Chinese bonds in global markets is considered, despite reduced yield differentials. Finally, the dynamics of the US dollar and yen are examined, with insights into currency market movements and potential future trends.

What are the implications of negative real yields for risky assets?

How do the expectations of bond yields affect the US dollar's strength?

What are the risks associated with the current positioning in the yen market?