Australia, New Zealand Long Real Yields 'Quite Attractive,' UBS AM's Anderson Says

The video discusses the renewed downward forecast for global growth, focusing on factors like China, Brexit, and Europe. It examines the bond market's response, particularly in the treasury space, and the impact of central bank policies on market volatility. The discussion highlights the importance of timing in trading strategies due to low volatility and explores the attractiveness of real yields in markets like Australia and New Zealand. The video also covers the role of fiscal stimulus in China and its effect on sovereign bonds, emphasizing the broader array of tools available to support the Chinese economy.

In what ways might fiscal stimulus in China support the bond markets?

What is the significance of the 3% support level for Chinese sovereign bonds?