NatWest Markets' Girard Sees Loss of Consumer Confidence as Biggest Risk to U.S. Economy

The video discusses the current state of the US economy, focusing on consumer spending and confidence, the impact of Federal Reserve rate cuts, and the dynamics of the bond market and yield curve. It also examines international growth, particularly in China and Germany, and the resilience of the US economy. The potential for German fiscal policy to act as a circuit breaker in the global economic slowdown is highlighted.

What factors are contributing to the decline in bond yields?

What is the significance of the US manufacturing sector's performance in the current economic context?

In what ways could Germany's potential deficit spending impact the global economy?