U.S. Yields Look Attractive From Global Perspective, Says Kempen Capital’s Salomons

The video discusses the current state of global bond markets, highlighting Goldman Sachs' neutral stance on global bond duration. It examines the slow economic growth, non-existent inflation, and downward momentum in the economy, suggesting bond yields are likely to decrease. The US yield curve remains flat, indicating the market is not yet pricing in a recession. Despite low US yields, they are still attractive compared to global yields. The video concludes with investment strategies, emphasizing a neutral stance on duration and the potential benefits of longer-term bonds for diversification.

What is the current state of the US yield curve according to the text?

What challenges are mentioned regarding investing in bonds in Europe and the US?