Analysis of US Bond Yields and Global Manufacturing Rebound

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, unveils his investment strategy for May 2024.

1. There is a huge focus on how central bank interest rates will change over 2024, but are these interest rates really so important to the global economy?
   

2. How have these long-term interest rates changed since the beginning of the year and what has their impact been?
   

3. Is this rise in US bond yields an overreaction to sticky inflation? What opportunities do these present?
   

4. Global manufacturing seems to be rebounding strongly, led by the US and China. What sectors benefit from this cyclical rebound?

Hosted on Ausha. See ausha.co/privacy-policy for more information.