What's at the Top of Donald Trump's Wish List?

The transcript discusses the market's reaction to the election of Donald Trump as President. It explores potential economic policies, such as corporate tax cuts and infrastructure spending, and their impact on markets. The discussion includes market stability, investor behavior, and the unexpected positive reaction of the S&P 500. The analysis also covers the yield curve, treasury yields, and the role of a Republican-controlled Congress in shaping economic policy.

How do corporate tax cuts relate to the Republican-controlled Congress?

In what ways did the yield curve shift impact the banking sector?

What were the expectations for the S&P 500 following the election results?

What are the main factors influencing the market's reaction to the election results?

What was the general sentiment regarding Trump's potential policies after the election?