Citigroup's Sun See Lower China Bond Yields

The transcript discusses global bond yields, focusing on New Zealand's record lows and Chinese bonds. It highlights factors like weaker domestic demand and deflation risks affecting China's bond market. The potential for rate cuts by the PBOC is explored, with predictions of continued monetary easing to support the economy. The Fed's dovish stance provides room for China's rate cuts, with the Rimbey's stability offering additional cushion.

What are the potential risks associated with the current economic situation in China as mentioned in the text?

Discuss the implications of the Fed's dovish tilt on the PBOC's rate cut decisions.