Bonds Tumble $1 Trillion This Week on Trump Win

The video discusses the recent market trends, focusing on the uncertainty in the US fiscal policy and the Federal Reserve's actions. It highlights the repricing of risk premiums and the market's reaction to inflation and Treasury rates. The video also covers lessons from recent market movements, particularly in fixed income and bond prices, and provides an outlook on the global economy, emphasizing the potential impact of fiscal expansion in the US.

Discuss the implications of the recent shifts in the yield curves mentioned in the text.

What are the potential global economic impacts of the fiscal expansion in the US?