Bond Markets Should Continue to Grind Higher, Says Newton Investment’s Brain

The video discusses the impact of the US manufacturing PMI hitting a decade low, raising concerns about economic slowdown and its effects on bond and equity markets. It highlights the bullish outlook for bonds due to low interest rates and central bank policies. The discussion also covers equity market strategies, emphasizing the need for growth indicators outside the US. The video concludes with an analysis of global growth trends and the potential risks of a recession.

What concerns were raised regarding the growth indicators outside of the US?

What is the significance of bond markets in relation to future economic growth as discussed?