Bonds Selloff, China Data, BOE Rate Signal: 3-Minute MLIV

The video discusses the mixed economic data from China and its implications for risk assets, highlighting the lack of intervention from the PBOC. It then shifts to bond market trends, focusing on New Zealand's inflation, which has reached a significant high, causing global concern. The Bank of England's explicit communication about potential rate hikes is analyzed, noting the market's mixed reactions and concerns about stagflation. The video concludes with a reminder to access further analysis through a specific terminal function.

What is the general sentiment regarding the data coming out of China?

How does the speaker describe the current inflation situation in New Zealand?

What is the overall narrative regarding inflation as discussed in the text?

What signals did the Bank of England governor provide regarding monetary policy?

What concerns are raised about the currency market in relation to rising rates elsewhere?