Deutsche Bank Strategist Defends His Bullish Position

The video discusses the market trends following the 2016 election, focusing on the Trump rally and its impact on the S&P 500 and 10-year yields. It highlights the role of interest rates, stimulus expectations, and policy actions in driving market performance. The discussion also covers the effects of deregulation on financials and the influence of stock buybacks on market dynamics.

What factors contribute to the market rally after a presidential election?

How does the uncertainty risk premium affect stock performance during elections?

What role do interest rates play in the performance of financial stocks?

In what ways did the 2016 election differ from previous elections in terms of market behavior?

Discuss the impact of stock buybacks on market performance.