Is the Bond Rout a Rational Response to Trump?

The video discusses recent market movements influenced by the US presidential election and Brexit. It highlights the shift from monetary to fiscal policy, affecting inflation expectations and market responses. The discussion covers investment strategies in volatile markets, focusing on Treasury yields and defensive portfolios. The UK inflation outlook and monetary policy are also analyzed, with expectations of inflation rates rising above targets.

What were the two major events influencing market movements in the last 10 days?

• US presidential election and Brexit

• US-China trade war and Brexit

• US presidential election and Eurozone crisis

• Brexit and Eurozone crisis

What is the current market focus according to the second section?

• Interest rates

• Trade agreements

• Fiscal policy

• Monetary policy

How did the US 30-year Treasury yield perform recently?

• It showed no significant change

• It remained stable

• It surged past 3%

• It fell below 2%

What is the expected inflation rate in the UK by the end of 2017?

• 4%

• 3%

• 5%

• 2%

What is the Bank of England's likely stance on monetary policy in the near future?

• Introduce new stimulus measures

• Maintain current policy

• Decrease interest rates

• Increase interest rates