Fullerton's St. Clair on Global Markets

The video discusses the current market conditions, focusing on equities in Asia, particularly China, where policy risks have impacted growth. It explores China's economic challenges, including strong GDP growth and policy uncertainties. The discussion shifts to inflation concerns in the US and the Federal Reserve's response, highlighting the labor market's role. The bond market's yield adjustments are analyzed, with a focus on real yields and inflation risks. Finally, the video examines corporate credit opportunities, favoring high yield over investment grade due to spread compression potential.

How does the speaker view the relationship between inflation and bond market reactions?

What are the prospects for high yield versus investment grade bonds this year?

In what ways does the speaker suggest that real yields are attractive in the current market?