Markets Question Trump's Mix of Growth, Inflation

The transcript discusses the predictions for the 10-year yield by experts like Jeff Gundlach and Larry Fink, focusing on the potential economic outcomes under Trump's administration. It highlights the market's concerns about growth versus inflation, the impact of Trump's policies on equities, and the expectations of tax cuts and deregulation. The discussion also covers Trump's mercantilist agenda, its implications for investors, and the risks for global exporters and specific sectors like automotive and airlines.

What are the differing predictions for the 10-year Treasury yield according to Jeff Gundlach and Larry Fink?

• 4% and 5-6%

• 3% and 2-4%

• 5% and 6-7%

• 2% and 1-3%

What is the main concern for the market regarding Trump's economic policies?

• The balance between growth and inflation expectations

• The effect of higher inflation expectations

• The impact of higher growth expectations

• Whether rates will increase

How might a trade war impact the equity market?

• It would only affect small businesses

• It would be bad news for equities

• It would boost equity prices

• It would have no effect

What is a key expectation from Trump's administration that could affect corporate earnings?

• Increased government spending

• Reduction in corporate taxes

• Higher interest rates

• Stricter regulations

Which sector is likely to be more vulnerable to a mercantilist policy?

• Airlines

• Technology

• Healthcare

• Automotive