Barclays Says Rout Will `Shake Out,' World Economy in `Great Shape'

The video discusses the recent changes in the bond market and its impact on portfolios, highlighting the difference between market predictions and actual experiences. It covers the bond market correction, adjustments in market thinking, and the role of volatility. The video concludes with a positive outlook on the global economy, supported by strong capital expenditure and healthy economic indicators.

What does the phrase 'expecting and experiencing are two very different things' imply in the context of market behavior?

In what ways is capital expenditure changing globally?