Balboni: Reality Check for Trump Market Unknowns

The video discusses market expectations surrounding Donald Trump's presidency, focusing on fiscal policy and its potential impact on the US and European economies. It highlights the uncertainty in Trump's policies and the market's craving for fiscal expansion. The discussion also covers the role of the US as a growth engine for the world and its effects on European exports and stocks. The video concludes with an analysis of yield curves and their implications for European companies.

In what ways could Donald Trump's policies impact the eurozone growth?

What signs indicate that nominal growth is improving in Europe?