Maybank Asset Mgmt's Mehta on Fixed Income Strategy

The video discusses the current state of treasury yields, potential Fed hikes, and the impact of the US debt ceiling. It highlights the high supply of US treasuries and its market implications, alongside the limited supply of Asian credits. The economic challenges faced by China, including weak PMI data and limited monetary policy options, are explored, with potential fiscal measures suggested. Japan's economic situation is analyzed, focusing on the possibility of abandoning yield curve control due to rising inflation and yen weakening.

How does the supply of treasury bills influence the market dynamics for yields?

In what ways might the US economy slow down, and how could this affect treasury yields?

What measures might China take to stimulate its economy in response to weak data?