Janus Henderson's Maroutsos Says 10-Year Bond Yield Can Fall to 1%

The video discusses the potential for US 10-year bond yields to reach 1%, driven by global economic factors and Fed policy. It highlights the impact of trade tensions, particularly between the US and China, on interest rates and the economy. The possibility of a trade deal and its inflationary effects are considered, along with the potential for negative yields in the US. The discussion also covers the current state of the US economy, noting its relative strength compared to global counterparts, and the implications for equity markets.

What does the speaker believe will happen to bond yields in the future?

In what ways does the speaker suggest the US economy is performing compared to the rest of the world?

How does the speaker interpret the recent movements in equity markets?