Will Trump Change Investor Behaviour?

The transcript discusses the potential economic impact of Donald Trump's policies, including political support, market reactions, and the Federal Reserve's independence. It covers the bond market's response, M&A activities, deregulation, and potential economic stimulus. The discussion also touches on investment strategies and the global impact of US economic changes.

What is the expected role of Mr. Pence in Trump's administration?

• To lead the Federal Reserve

• To provide skilled political support

• To manage international relations

• To oppose Trump's policies

What was the market's initial reaction to Trump's election?

• A steady increase in bond prices

• A significant drop in equity prices

• Immediate stability in the markets

• A knee-jerk reaction followed by a bond rout

How are Trump's policies expected to affect domestic M&A?

• They will be heavily regulated

• They are expected to increase

• They will remain unchanged

• They will likely decrease

What is one potential economic benefit of Trump's proposed infrastructure policies?

• Higher taxes for infrastructure funding

• A decrease in construction jobs

• Increased unemployment

• A stimulus effect on the economy

How might European stocks be affected by the US economic policies?

• They will face increased regulatory challenges

• They will remain unaffected

• They will benefit from a strong dollar

• They will automatically decline