How Will Bond Markets Fare Under a Trump Presidency?

The video discusses the recent changes in bond yield forecasts, influenced by the US election results. The unexpected election outcome has led to predictions of higher fiscal stimulus and potential inflation, affecting the treasury market. The yield curve has shown initial steepening, with a focus on where it might stabilize. There is uncertainty regarding the timing and implementation of President-elect Trump's policies, particularly infrastructure spending and tax cuts, and how the Federal Reserve will respond. This has led to a shift in consensus among traders, with intermediate maturity treasury yields reflecting this uncertainty.

What factors contributed to the rise in interest rates following the US election?

How has the yield curve changed in response to recent market developments?

What is the significance of the 2:15 to 2:30 level on the US 10-year yield?

What uncertainties exist regarding President-elect Trump's ability to implement his policies?

How have intermediate maturity treasury yields reacted compared to other segments of the yield curve?