Pimco's Mark Kiesel on U.S. Treasuries, Bonds

The video discusses the Federal Reserve's impact on market expectations, highlighting low Treasury yields and increased hedging costs for foreign investors. It compares global interest rates, noting the relative attractiveness of U.S. rates. The discussion shifts to credit markets, emphasizing opportunities in emerging markets and the importance of energy prices. The scarcity of high-quality income assets is addressed, with a focus on central bank policies and their effects on supply and demand.

What role does consumer strength play in the current economic outlook?

In what ways are emerging markets viewed as attractive for investors currently?

How might energy prices impact the credit markets according to the discussion?