Great Rotation: Is the Bull Market in Bonds Over?

The video explores the potential end of the bond bull market and the great rotation into stocks. It analyzes Bloomberg's global market cap and bond index, noting significant value loss post-election. Historical trends from 1990 to 2013 are discussed, highlighting a snapped uptrend during the taper tantrum. Current market observations suggest mixed signals, with ongoing support for bonds despite predictions of a market shift.

What is the significance of the term 'great rotation' in the context of the bond market?

How did the bond market perform in November, and what was the impact on its value?

What does the chart of the Bloomberg Barclays Global Aggregate Bond index indicate about the bond market's trend since 1990?

What were the implications of the 'taper tantrum' mentioned in the text?

Discuss the mixed messages sent by the current bond market trends as described in the text.