Great Rotation: Is the Bull Market in Bonds Over?

The video explores the potential end of the bond bull market and the great rotation into stocks. It analyzes Bloomberg's global market cap and bond index, noting significant value loss post-election. Historical trends from 1990 to 2013 are discussed, highlighting a snapped uptrend during the taper tantrum. Current market observations suggest mixed signals, with ongoing support for bonds despite predictions of a market shift.

What is the 'great rotation' that has been anticipated for years?

• A shift from stocks to bonds

• A shift from bonds to stocks

• A shift from real estate to stocks

• A shift from commodities to bonds

What significant event caused a major sell-off in bonds, resulting in a $1.7 trillion loss?

• The 2020 pandemic

• The 2012 taper tantrum

• The 2016 election

• The 2008 financial crisis

What does the Bloomberg Barclays Global Aggregate Bond Index represent?

• A comprehensive global bond index

• A global stock market index

• A small selection of local bonds

• A regional real estate index

What historical event in 2012-2013 is noted for disrupting the bond market uptrend?

• The tech bubble burst

• The financial crisis

• The taper tantrum

• The housing market crash

What is the current market situation regarding the bond bull market?

• The bull market has ended

• The bull market is continuing without any support

• The market is sending mixed signals with support for bond dips

• The market is in a clear downtrend