How Did Investors Get It Wrong After Trump Election?

The video discusses the market's reaction to the election, focusing on growth assets and the implications for the Federal Reserve's policies. It explores the potential impact of tax cuts and infrastructure spending on growth and inflation. The video also covers investment strategies, emphasizing the importance of managing asset duration, and analyzes currency trends, particularly the euro's decline against the dollar.

What are the potential consequences of a steepening yield curve for banks?

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What strategies should be employed to manage fixed income portfolios in a rising rate environment?

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How has the euro's performance against the dollar changed since the Trump election?

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