Treasuries Rally as Trump Sees ‘No Deadline’ for China Trade Deal

The video discusses the current state of the US bond market, influenced by trade developments and potential tariff increases. It explores the Federal Reserve's possible rate cuts in response to economic data and trade uncertainties. The global bond market is experiencing synchronized movements, with notable changes in Europe. The weakening correlation between stock and bond markets, driven by trade issues, affects risk parity funds.

What factors have contributed to the recent sell-off in the bond market?

How might the Federal Reserve respond if there is no rollback in trade tensions?

In what ways could a tariff increase impact investor sentiment?

What trends are observed in the European bond markets compared to the US?

What is the significance of the correlation between the stock market and the bond market?