Hunting for Yield in Post-Election Markets

The video discusses the impact of fiscal stimulus on bonds and yields, analyzing the bond market components like term premium and inflation expectations. It explores fiscal policy's role in shaping economic outlook and inflation, with insights on the Federal Reserve's influence on the yield curve. The discussion extends to risk rotation in fixed income, highlighting opportunities in high-quality rates amidst changing fiscal policies.

What does the speaker suggest about the future of fiscal policy and its implementation?

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In what ways does the speaker believe the bond market will be influenced by foreign demand?

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