The bond market actually agrees with the stock market

Contrary to all "informed" commentary, the bond market is currently in agreement with the stock market: it is predicting a high marginal productivity of capital, rather than high inflation (though it has swiftly reversed from predicting near-deflation as recently as a month back)

Now, I happen to disagree with both and I subscribe to the view that in the medium term, and contrary to the fanciful Piketty idea that r > g forever, market returns will return to what the economy is capable of achieving.

But there is no truth in the statement that bonds and stocks disagree! Under extreme torture, for sure, they are both confessing to future growth. In bonds, you need to go looking for it in the long-term factor, that's all.