What's at the Top of Donald Trump's Wish List?

The transcript discusses the market's reaction to the election of Donald Trump as President. It explores potential economic policies, such as corporate tax cuts and infrastructure spending, and their impact on markets. The discussion includes market stability, investor behavior, and the unexpected positive reaction of the S&P 500. The analysis also covers the yield curve, treasury yields, and the role of a Republican-controlled Congress in shaping economic policy.

What was the main economic change discussed in relation to the election of Donald Trump?

• Decrease in unemployment

• Rise in inflation

• Corporate tax cuts

• Increase in GDP

How did the market react to the potential for higher deficits?

• Increase in treasury yields

• Decrease in bond supply

• Reduction in bank profits

• Stability in the yield curve

What was the initial expectation of the market if Trump won the election?

• A risk-on sentiment

• A risk-off sentiment

• Immediate market stability

• Increase in foreign investments

What type of policies did Trump's election night speech focus on?

• Equity-friendly

• Trade agreements

• Environmental regulations

• Bond market-friendly

What was one of the reasons for the market's unexpected reaction post-election?

• Increase in infrastructure spending

• Decrease in corporate taxes

• Short covering by investors

• Clarity on trade agreements