How Are Low Rates Impacting the Bond Market?

The video discusses the impact of negative rates on banks and central bank policies, highlighting the concept of financial repression and its effects on bond markets. It explores the long-term consequences of financial repression, including resource misallocation and changes in global capital flows. The video also analyzes current economic indicators, such as GDP trends, and evaluates the information content in bond and equity markets, emphasizing the need for a broad range of indicators to understand market dynamics.

What does the speaker suggest about the future of inflation and its impact on the bond market?

Where does the speaker believe the information content lies if not in the bond market?