Bonds, Equities to Stay Disconnected for an ‘Extremely Long Time’: JPM

The video discusses the dynamics of managed currencies, particularly in the context of US concerns over currency manipulation. It suggests that in uncertain times, such currencies are more neutral assets. The discussion shifts to how bearish views on trade situations should be expressed through equities rather than currencies. Finally, it addresses the disconnect between bonds and equities, highlighting that this may persist due to central banks' focus on inflation targeting, leading to different trajectories for these financial instruments.

In what way does the speaker suggest expressing bearish sentiments about trade situations?

What does the speaker mean by 'average inflation regime targeting' and its impact on market dynamics?