Why Stocks Are Up in the Aftermath of the Election

The transcript discusses the potential impact of fiscal stimulus on growth, inflation, and Fed rate hikes, with a focus on the Trump administration's policies. It examines the equity market's reaction to Trump's election and its implications for Fed decisions. The discussion also covers trade policies, potential appointments, and their effects on global trade. Additionally, the transcript analyzes trends in the dollar's value, interest rates, and recent movements in the bond market.

What are the implications of the anti-free trade rhetoric mentioned in the text?

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Discuss the potential outcomes of the dollar's appreciation as mentioned in the text.

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