OCBC Bank's Cheung on Central Banks

The video discusses the current state of the Treasury curve, highlighting the mixed signals from the Fed and the impact on short-term yields. It explores the dollar's strength in relation to central bank policies, including the ECB and BOE. The video also examines the challenges central banks face in balancing market expectations with monetary policy decisions. The potential effects of resolving the debt ceiling on fiscal tightening and liquidity are analyzed. Finally, the video covers APAC central banks' policies, with a focus on China's accommodative stance and its impact on currency flows.

What are the implications of different central banks' policies on inflation targets?

What challenges do central banks face when considering a pause in rate hikes?

How might the Chinese currency's status as a funding currency affect its future?