U.S. 10-year treasury yield hitting 5% will trigger rotation trade, CIO says dont write off China [3VNQJzQDjey]

Health Updated on August 07, 2026 EDT — Published on August 07, 2026 EDT

Deutsche Bank's Christian Nolting discusses monetary policy conditions amid inflation risks and rising yields. He adds that China markets could be interesting later in the year if more fiscal policy from Beijing comes through.