Giddis: Premature to Call End to Bull Market

The transcript discusses the current state of the market, highlighting a pause before the election and anticipations of pro-growth measures from President-elect Trump. It explores the Federal Reserve's monetary policy, potential tax cuts, and economic growth. The bond market's outlook and fiscal policy impacts are examined, with a focus on interest rates and inflation expectations. The discussion concludes with insights into potential inflation spikes and economic trends.

What indicators are mentioned that could suggest a potential inflation spike?

What is the speaker's outlook on inflation for the upcoming months?