Standard Chartered Moves Away From Bullish View of U.S. Treasuries

Eric Robertson from Standard Chartered discusses the current stance on US Treasurys, highlighting a shift to a neutral position due to changes in economic sentiment and market pricing. Despite deteriorating economic data, the market seems largely priced in, with expectations for Fed rates and inflation adjusting. The recent pullback in bond markets is seen as a correction rather than a new trend, influenced by increased bond supply and optimism in US-China trade talks. Policymakers are becoming more aggressive with monetary and fiscal policies, leading to market consolidation.

What are the implications of the increase in bond supply mentioned by Eric Robertson?

What evidence is there of policymakers becoming more aggressive with monetary and fiscal policies?