Concerns Over Entrenched Inflation

The video discusses the recent trends in bond yields, interest rates, and inflation expectations. Experts analyze the impact of supply and demand on the bond market, considering factors like fiscal policy, economic strength, and consumer spending. The discussion also covers market valuations and potential future economic challenges.

What are the potential consequences of the consumer running out of excess savings?

What predictions are made regarding the U.S. consumer's financial health?

How do the speakers perceive the future of interest rates and their impact on the economy?