Can the U.S. Risk Rally Last?

The transcript discusses the economic outlook following an election, focusing on market assumptions, repatriation, and infrastructure projects. It highlights the potential impact of repatriation on tax revenue and the bond market, while expressing skepticism about its ability to create jobs. The transcript also examines market reactions to the election, noting unexpected equity market highs and treasury market trends. Finally, it speculates on future market positioning, considering factors like inflation and seasonal trends.

What are the implications of higher rates post-election according to the text?

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What does the speaker suggest about the need to pause and assess the current economic situation?

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How does the speaker view the relationship between repatriation and job creation?

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What lessons does the speaker draw from the recent election outcome regarding market reactions?

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In what ways does the speaker believe the current economic environment may affect Treasury yields?

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