Pimco's Kiesel Sees Fed Cutting Rates in July, Says U.S. Bonds Look Attractive

The video discusses the global shift of central banks towards more dovish policies due to slowing global growth and low inflation. It highlights the potential rate cuts by the Fed and other central banks, emphasizing the economic slowdown in the US and the impact of US-China trade tensions. The bond market's reaction to these developments is also analyzed, noting the attractiveness of US bonds compared to negative yields in other countries.

What potential impact could trade tensions with China have on the US economy?

In what ways might the bond market react to anticipated rate cuts by the Fed?