Markets Look to Good Over Bad in Trump Expectations

The transcript discusses investor concerns about Trump's policies, market optimism, and economic momentum. It highlights the repricing of markets, interest rate changes, and the Fed's influence. The discussion also covers potential divergences in central banks and regulatory approaches, with a focus on the US and Europe. The economic outlook for 2017 and beyond is explored, considering legislative changes and market expectations.

In what ways does the speaker believe the US economy was on a good path before the election?

What factors are anticipated to influence the divergence in regulatory approaches among central banks?