There's a Showdown Coming in the Treasury Market

The video discusses the contrasting strategies of fast money and institutional investors, focusing on market dynamics and the impact of fiscal policy under the Trump administration. It highlights the sensitivity of the five-year yield curve to Federal Reserve expectations and explores the uncertainty surrounding economic growth and long-term trends like demographics and debt levels.

In what ways might the expectations of growth differ between fast money and institutional investors?

What role do demographics and debt levels play in the discussion about bond yields?