Bonds Saw Spectacular Move Higher in Yields: SocGen’s Rajappa

The transcript discusses recent volatility in the bond market, highlighting a significant move in yields and the impact of the reflation trade post-election. It explores the dynamics between equities and bonds, noting a potential shift towards riskier assets. The analysis includes financial trends, particularly focusing on JP Morgan's performance. The discussion also covers market positioning post-election, influenced by Pfizer's vaccine news, and the logistical challenges of vaccine deployment, which could affect market reactions and correlations between equities and bonds.

What factors contributed to the bond market's volatility mentioned in the text?

What is the significance of the 'catharsis' mentioned in relation to the market?

How did the election impact the positioning in the bond market according to the speaker?

What role does the vaccine rollout play in the bond and equity markets as discussed in the text?

What does the speaker suggest about the correlation between equities and bonds in the future?