Mutkin: Shallow Trajectory Upwards for Bond Yields

The video discusses the trajectory of bond yields amidst the Fed's slow tightening cycle and the impact of the US election on market risks. It draws parallels between the 1890s gold standard and modern quantitative easing (QE), highlighting the role of central banks in shaping economic regimes. The discussion also covers potential future economic measures and the outlook for the bond market, emphasizing the need for a regime shift to stimulate inflation and economic activity.

Discuss the potential outcomes of a regime shift as mentioned in the text.

What factors contribute to the sluggish economic activity as described?

How might excess savings influence the bond market in the future?