U.S. Bond Markets Not Pricing-In Enough Inflation, Says Newton Investment's Brain

The video discusses the current market expectations regarding inflation, highlighting insights from the Saint Louis Fed President James Bullard. It explores the lag effect of inflation, factors contributing to potential inflation increases, and the impact of trade tariffs. The discussion also covers the implications of rising yields on equities and risk assets, emphasizing the trend of higher yields unless risk assets sell off.

What factors are contributing to the inflationary pressures mentioned in the text?

How does the speaker perceive the relationship between wage inflation and overall inflation?

What role do trade tariffs play in the inflationary context discussed?

What is the speaker's view on the impact of full employment on wage levels?

According to the text, what might happen to yields if risk assets experience a sell-off?