'I Don't Think Great Rotation Is Here'

The video discusses the unexpected rate cut by the Bank of Canada and its implications on the economy, including the impact on the Canadian dollar. It speculates on potential US policy changes under Trump and their effects on Canada. The discussion also covers the challenges posed by a strong Canadian dollar and analyzes trends in the bond market, including investment strategies and the value of corporate bonds.

What is the speaker's perspective on the so-called 'great rotation' in the bond market?

What factors are influencing the yields on Canadian bonds as discussed?

What is the current outlook on corporate bonds according to the speaker?