Saidi: This Will Be a Choppy Period for Markets

The transcript discusses the uncertainty in markets due to upcoming elections in the US and Europe, and the potential impact of Trump's economic policies, including tax cuts and infrastructure spending. It explores the implications for inflation, interest rates, and oil markets, as well as the effects of a stronger US dollar on global trade and economies, particularly in the Middle East and China.

How do you interpret the relationship between infrastructure spending and productivity growth?

What are the potential effects of Trump's policies on oil markets and U.S. energy independence?

How might Trump's anti-trade rhetoric impact global trade relationships, particularly with China?