Inside the Biggest U.S. Tax Overhaul in 30 Years

The video discusses the anticipated impact of tax reforms on markets over the next 6-12 months, highlighting that markets have already priced in some progress. It predicts benefits for equities and the general economy, with a focus on US equities. The video also examines the fixed income space, noting rising bond yields and potential trend reversals linked to US fiscal policies. It concludes with a discussion on global trends, central bank policies, and the expectation of higher policy rates, favoring equities over fixed income.

What are the expected benefits of tax cuts on the general economy and corporates?

What trends are observed in the fixed income space, and how might they relate to fiscal stimulus?

How are bond yields behaving in the current market, and what levels are they breaching?

What is the relationship between central banks' policies and the impact of tax cuts?

What is the overall outlook for equities compared to fixed income in the coming year?