Bond Traders, PBOC, Bank of Korea Hikes: 3-Minute MLIV

The video discusses recent market trends, focusing on the rally in risk assets and treasuries despite higher-than-expected inflation measures like the PPI in the US. It explores the entrenched inflation trend and the tactical treatment of bonds, noting the impact of central bank actions on yields. The consensus on a short-term pause in treasuries is examined, alongside global central bank rate hikes. The video concludes with expectations for China's economic policies, including potential rate cuts and easing measures.

In what ways might the current consensus on treasury movements be misleading?

What are the expectations regarding China's monetary policy in the near future?