Goncalves on the Trump Reflation Trade Fade

The video discusses the concept of 'Trump Fade' and its implications on market trends, particularly focusing on the yield curve and reflation trade. It explores the potential for curve flattening and the impact of tax policies and Federal Reserve actions. The discussion includes market predictions, challenges in raising interest rates, and the role of central banks. Investor perspectives are highlighted, emphasizing the difficulty in aligning market expectations with economic realities.

What does the term 'Trump fade' refer to in the context of the discussion?

What are the potential implications of tax policy changes mentioned in the text?

What does the speaker predict about the curve and episodes of steepening?

What challenges are mentioned regarding the prediction of rising rates?

How does the speaker view the relationship between central banks and global bond markets?