Pimco's Kiesel: What Choice Did The ECB Have?

The video discusses the potential for the Federal Reserve to raise interest rates, influenced by factors such as inflation and China's economic stability. It also examines the European Central Bank's challenges in addressing weak economic fundamentals in Europe. The global economy's impact on US interest rates and the Treasury curve is analyzed, highlighting the limits of rate increases. Finally, the video explores investment strategies, comparing equities and bonds, and the importance of liquidity in investment decisions.

What challenges do central banks face in controlling wage developments?

How might the global economy affect the limits of US interest rates?

What are the advantages of investing in corporate bonds compared to equities in the current market?