U.S. Treasuries Going to Be More Volatile, Says Bank of Singapore's Nicholson

The video discusses the complexities faced by the Federal Reserve in managing market expectations amid solid U.S. economic data and potential global slowdown. It highlights the market's dependency on stimulus measures and the challenges of balancing market protection with economic progress. The discussion also covers fixed income trends, particularly the U.S. 10-year yield, and the implications for emerging markets.

What indicators suggest that the market is expecting a change in the yield curve?

What opportunities are identified in emerging markets according to the discussion?