Longview Economics CEO on EU Growth Outlook

The video discusses the EU's growth prospects and the bond market's response, highlighting the forward-looking nature of markets compared to official forecasts. It explores the interplay between technical and economic factors affecting bond yields, including market positioning and inflation expectations. The impact of COVID-19, particularly the delta variant, on market behavior is examined, alongside the anticipated return to normal growth rates post-stimulus. The discussion concludes with an analysis of future growth prospects and the bond market's role in regulating economic cycles.

What does the speaker suggest about the relationship between COVID cases and economic behavior?

How does the speaker view the future growth profile of the US economy?

What role does stimulus play in the current economic situation according to the speaker?