Capricorn Fund's Mostaque Sees Noise in U.S. Jobs Report

The video discusses various economic indicators, including payroll numbers and wage growth, and their implications on U.S. economic policies under Trump. It explores market reactions to bond yields and equities, and the Federal Reserve's balance sheet strategies. The debate between hard and soft economic data is highlighted, with insights into the Fed's current approach.

What does the speaker believe is necessary for the market to believe in a change in bond yields?

What is the speaker's stance on the importance of hard data versus soft survey-based data?