Saywell: Market Cares More About Trump Than Davos

The video discusses the current market expectations, focusing on the influence of Trump's policies and the anticipated fiscal stimulus. It highlights the importance of economic indicators like the CPI, which is expected to rise above 2% for the first time since 2014, potentially impacting the Federal Reserve's actions. The discussion also covers how these factors might affect US yields and the dollar, with a possible re-engagement in long dollar trades if CPI increases.

What is considered crucial for market stability according to the first section?

• The presence of Trump's team

• The fall of the stock market

• The decline in US growth

• The rise of the dollar

What upcoming event is expected to provide more insight into fiscal stimulus?

• The presidential debate

• The Federal Reserve meeting

• The CPI release in the US

• The stock market crash

What is the expected impact of the CPI moving above 2%?

• Reduction in US growth

• Stability in the stock market

• Decrease in fiscal stimulus

• Increased pressure on the Federal Reserve

How might a jump in CPI affect the market according to the third section?

• It could result in a fiscal stimulus cut

• It would stabilize US yields

• It might cause the market to reengage in long dollar trades

• It could lead to a decrease in the dollar

What is the market's expectation regarding US yields?

• They will increase significantly

• They will have no impact on the dollar

• They will remain stable

• They will come lower