Western Asset's Eichstaedt Sees U.S. Bonds as a Bargain

The video discusses the divergence between equities and bonds, highlighting recent trends in the bond market and the impact of Trump's policies on GDP and interest rates. It explores the effects of inflation on bonds, the yield curve, and investment strategies. Opportunities in bank bonds and the influence of financial conditions on the S&P are analyzed. The video also addresses risks associated with fiscal policies and explores global market opportunities, particularly in emerging markets.

In what ways do you think the Fed's actions influence the bond market?

What are the risks associated with higher interest rates and their effect on the bond market?