Algebris Sees 10% to 15% Capital Gain in European Credit

The video discusses the current state of bond yields, focusing on German and Italian bonds, and the potential impact of global economic factors such as Chinese stimulus and the US-China trade deal. It explores market reactions to potential Fed rate cuts and European economic events like Brexit. The video also provides investment strategies in a low yield environment, emphasizing the benefits of credit over sovereign bonds.

What are the expected outcomes of the stimulus measures from China as mentioned in the text?

In what ways does the speaker suggest that credit may be a safer asset compared to sovereigns?