Citigroup’s Apabhai Is Quite Bullish on Bonds

The video discusses the current state of US retail sales and bond markets, highlighting a sense of relief in the market despite uncertainties. It explores the outlook for equity and bond markets, noting the Fed's rate expectations and the potential for a pullback in bonds. The focus then shifts to dividend stocks, with an emphasis on valuation lifts and market trends. Finally, the video analyzes global dividend yields, particularly in Australia, Taiwan, and Hong Kong, while noting lukewarm investor interest in Chinese banks.

What is the outlook for US 2-year yields as mentioned in the text?

What trends are observed in the equity market regarding dividend stocks?