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 is the significance of the corporate tax reduction in the context of the economic plan discussed?

How does the speaker differentiate between cyclical sectors in relation to the mercantilist agenda?