BMI on US Debt Limit Deal

The video discusses the US economic outlook following a tentative debt deal, highlighting reduced uncertainty and potential fiscal drag. It examines the bond market's response to interest rate expectations and T-bill issuance. The geopolitical significance of the US maintaining its global market role is explored, alongside the slow erosion of dollar dominance. Global economic trends are analyzed, with a focus on China's uneven recovery and US market performance. Finally, the video highlights increased investor interest in Japan due to economic growth and market reforms.

What are the potential risks and opportunities for the US economy in the context of the current fiscal policies?

What factors contribute to the divergence between the manufacturing and services sectors in China?

How has the perception of Japan changed among international investors recently?