Steven Major, Global Head of FI Research at HSBC, shares keen insights on the bond market's impact on global economies. He discusses the recent decline of the 10-year government bond yield and its implications for monetary policy. Kelly Ann Shaw, former Deputy NEC Director, delves into trade policy dynamics, particularly regarding tariffs impacting Canada, Mexico, and China. Meanwhile, Michael Kushma, CIO at Morgan Stanley, highlights the disconnect between income and spending, offering valuable predictions on future inflation and market behavior.
