Foreigners Own 3.7% of China's Bonds

The video discusses the impact of regulatory changes in China on global capital flows and the correlation between US and Chinese bonds. It highlights the influence of global factors on risk premiums, beyond just the Federal Reserve, including the roles of the ECB and the Bank of Japan. The ECB's policy stance is examined, noting that despite strong growth, European inflation remains low, necessitating continued easy monetary policy.

Discuss the potential effects of the Fed's actions on global markets.

What challenges does the ECB face regarding its bond purchasing policy?