U.S. Tax Battle Heats Up, What to Expect

The video discusses the market's optimism regarding tax reform and fiscal stimulus, highlighting the role of central banks in maintaining low interest rates. It examines inflation expectations and the influence of oil prices, noting geopolitical tensions as a factor. The discussion also covers the impact of delayed tax reforms on market rallies, emphasizing that such delays are not expected to trigger a significant sell-off, but rather contribute to market volatility.

What concerns are raised regarding capital outflows in Saudi Arabia?

What does the speaker suggest about the potential for a market sell-off in relation to tax reform?