O'Brien: Bond Yield Move Started Before Trump Win

The video discusses the current state of market yields, the impact of the Trump administration on economic expectations, and the trends in interest rates. It explores the potential for infrastructure spending to influence GDP growth and examines long-term market expectations, highlighting challenges for investors in achieving desired returns. The discussion includes factors like demographics, productivity, and capital investment, which affect economic growth and asset performance.

Discuss the implications of low yields on investment strategies.

What factors contribute to the downward pressure on economic growth?