AllianceBernstein's Gibson on Bond Market Outlook

The video discusses the current state of global bond markets, focusing on yield curves, inflation expectations, and the attractiveness of real yields. It explores the role of inflation-linked bonds in a global portfolio, with a focus on the US TIPS market. The impact of US and ECB monetary policies on Asian central banks is analyzed, highlighting the challenges they face in adjusting interest rates. The video also examines the Japanese market, including the Bank of Japan's policies and the yen's dynamics. Finally, it considers China's economic outlook and potential market surprises.

What challenges do Asian central banks face in adjusting their interest rates?

How might the Japanese yen's value be affected by interest rate differentials?

What potential signs of recovery are mentioned regarding China's economy?