China's Bond Rout Triggers Market Turmoil

The video discusses the financial conditions in China and their potential impact on global markets, particularly in Europe and the US. It highlights the resilience of markets despite low volatility and rising yields. The discussion also covers the inflationary trends driven by major exporters like China and Germany, and how these trends could affect bond markets. The video concludes with a farewell to Michael Metcalf, the head of global macro strategy at State Street.

What are the potential impacts of tightening financial conditions in China on the global economy?

How have international financial conditions influenced monetary policy in the US and Europe recently?

In what ways might a serious dislocation in emerging markets affect policy in Europe and the US?

How do the changes in Chinese and German PPI reflect on global inflation trends?

What role does inflation play in the current bond market dynamics?