Ten of Eleven S&P 500 Groups Head Higher

The video discusses the economic outlook, focusing on US fiscal and monetary policies, and their impact on GDP growth and the dollar. It explores shifts in macro investing strategies post-2016, influenced by political changes, including Donald Trump's policies. The discussion highlights potential risks from financial repression and inflation, affecting equity and credit markets.

What are the expectations for tax cuts and their potential impact on the economy?

In what ways might geopolitical issues influence economic policies and market behavior?

What factors could lead to a return of inflation globally, and how might that affect stocks?