Is the Bond Rout a Rational Response to Trump?

The video discusses recent market movements influenced by the US presidential election and Brexit. It highlights the shift from monetary to fiscal policy, affecting inflation expectations and market responses. The discussion covers investment strategies in volatile markets, focusing on Treasury yields and defensive portfolios. The UK inflation outlook and monetary policy are also analyzed, with expectations of inflation rates rising above targets.

What are the implications of the market's reaction to inflation expectations as discussed in the text?

What expectations does the speaker have regarding inflation rates in the UK?