Principal's Howe Chung Wan on Fixed Income Strategy

The transcript discusses market expectations regarding interest rates, the Fed's strategy, and the impact of global economic dynamics on the dollar and other currencies. It covers insights into debt and credit markets, highlighting the performance of local versus dollar-denominated debt. The discussion also touches on risks in the banking sector, the need for diversification, and the economic outlook for Japan and the yen. Finally, it compares economic expectations in China and the US, emphasizing the potential for shifts in the second half of the year.

What are the expectations regarding the Federal Reserve's actions in June?

How does the current market view the banking sector and the debt ceiling?

What factors are influencing the dollar's performance in the current market?

What is the significance of local currency markets compared to dollar-denominated debt?

What risks are associated with the banking sector and the debt ceiling discussions?

What are the implications of the yen's performance on foreign investment in Japan?

How are expectations for the second half of the year different between China and the US?