Will Trump Change Investor Behaviour?

The transcript discusses the potential economic impact of Donald Trump's policies, including political support, market reactions, and the Federal Reserve's independence. It covers the bond market's response, M&A activities, deregulation, and potential economic stimulus. The discussion also touches on investment strategies and the global impact of US economic changes.

What are the expectations regarding the Federal Reserve's actions in December and next year?

How did the markets react to Trump's election victory according to the text?

What are the anticipated effects of deregulation mentioned in the text?

What potential impact does the text suggest Trump's policies may have on the economy?

What is the outlook for European banks in relation to US banks as discussed in the text?