Are Bond Prices Close to Peaking?

The video discusses recent trends in the bond market, highlighting the impact of Trump's policies on inflation and growth. It examines market reactions, investor cash levels, and the effects of currency shifts and deleveraging. The discussion also covers economic growth trends, policy impacts, and the role of the Fed in shaping future economic outlooks, including potential interest rate hikes and recession predictions.

What are the implications of the Fed's potential actions on the bond market?

How does the speaker relate the current economic conditions to the likelihood of a recession?

What concerns does the speaker express regarding leverage in the US financial system?