Markets in 3 Minutes: US Yields Move Surprised on Soft CPI

The transcript discusses the current economic situation, focusing on disinflation in the US and concerns about future inflation. It highlights the impact of yield movements on the Japanese yen and the surprising performance of Chinese stocks despite negative news. The discussion also touches on the potential interventions by the Bank of Japan and the implications for the dollar-yen exchange rate.

What is the speaker's view on the performance of Chinese stocks compared to U.S. stocks?

What potential catalysts could lead to a positive change in the performance of Chinese assets?