Aviva's Diebel: U.S. Inflation Outlook Biased to Upside

The video discusses the bond market trends in 2017, highlighting the shift in yields due to deflationary forces and secular stagnation. It examines the market reactions following Trump's election, noting the changes in yields and the approach towards fair value. The US inflation outlook is explored, considering full employment and potential fiscal policies. The Federal Reserve's increased rate hike expectations are analyzed, along with their implications for the economy and the yield curve.

What factors contributed to the shift in yields observed in recent months?

How did the election of Trump influence the bond market according to the speaker?

What is the significance of the inflation outlook in the US for the upcoming year?

What are the potential implications of a fiscal package or tax cuts from the new administration?

In what way could the Fed's actions impact the long end of the yield curve?