Loomis Sayles' Eagan Sees a Bond Market Paradigm Shift

The video discusses the economic expectations surrounding Donald Trump's fiscal policies, focusing on their potential inflationary impact and the bond market's response. It explores the implications of Trump's infrastructure spending plans, the risks of rising yields, and the potential for economic growth. The discussion also covers long-term debt issues, the role of treasury buyers, and the need for higher yields to attract investors.

In what ways does the speaker believe Trump's policies could affect credit fundamentals?

What does the speaker suggest about the relationship between nominal GDP and real GDP in the current economic context?

How does the speaker assess the potential impact of Trump's proposed borrowing on the economy?