Retrained bond yields: A blessing in disguise - 7IM

The fact that bond aren’t collapsing (yields rising) so far in the trump rally/Trumpflation is supportive of the Trump rally seen in the equities, says Matthew Yeates, Quantitative Investment Manager at 7IM.

Essentially restrained bond yields are proving to be a blessing in disguise. But what would happen if Trump delivers at the top end of the expectations, resulting in a massive spike in inflation expectations and bond yields? Will the equities crash in response to sharp spike in yields?

Watch Yeates, Trip TV Presenter Zak Mir and Presenter Jenney Hammond discuss the changing dynamics/relationship between related markets - inflation, stocks, and bonds.

#inflation, #indicator, #macro, #economy, #trading, #fundamentals, #equities, #stocks, #bonds, #yieldcurve, #investing, #US, #UK, #indices, #Trumptrade