Is the Trump Bump Coming to an End?

The video discusses the market's reaction to Trump's upcoming Congress session, highlighting investor caution due to uncertainty. It explores shifts in market trends, with a focus on utilities and consumer staples, and examines investment strategies like CapEx and buybacks. The discussion also covers skepticism about Trump's impact on market gains and analyzes inflation expectations and future market outlook.

What factors are causing investors to take some chips off the table ahead of the joint session in Congress?

What are the key topics that people are expecting Trump to address in his upcoming speech?

How have infrastructure stocks reacted to recent news regarding their development timeline?

What shift has been observed in the equity market recently, particularly regarding the types of stocks gaining traction?

How have company buybacks influenced the stock market compared to capital expenditures?

What concerns do investors have regarding the sustainability of the recent stock market gains?

What does the recent drop in the five-year forward curve indicate about inflation expectations?