Santos: Fiscal Inflation Expectations Can Disappoint

The video discusses market volatility influenced by political factors, focusing on the tug of war between reflationary policies and stagflation risks. It highlights economic priorities such as the Affordable Care Act repeal, corporate tax reform, and infrastructure spending. The discussion also covers interest rates, inflation, and economic growth expectations, suggesting a potential 4% 10-year Treasury yield.

How does the speaker view the relationship between infrastructure spending and expectations of inflation and growth?

What is the speaker's perspective on the future of the 10-year Treasury yield?