Is the Trump Reflation Trade Over?

The video discusses the current state of the market, highlighting a pause in the reflation exuberance and debates on the US bond market levels. It explores the potential for trend growth driven by economic policy changes and structural reforms, with a focus on investment strategies that are defensive on rates and offensive on credit. The discussion also covers emerging markets, particularly Brazil, noting its growth potential and reduced political risk compared to other regions.

What factors are mentioned that could impose themselves on the economic situation?

How does the speaker view the current state of US trend growth?

What is the significance of structural reforms according to the discussion?

What are the risks associated with the current economic policies as discussed?

What is the outlook for Brazil's economy as per the conversation?