Has the Bond Rout Gone Too Far?

The transcript discusses the impact of Trump's election on global markets, focusing on high yield indices in the US and Europe. It examines the term premium's shift to positive territory and inflation expectations. The conversation also covers the potential effects of Trump's policies on various sectors, including infrastructure, healthcare, and energy. The role of OPEC and US energy production in the global market is also analyzed.

How has the term premium changed since Trump's victory, and what does it indicate?

What are the implications of US energy production growth in relation to OPEC's influence?