Trump Trade: Long Inflation, Long Rates, Long Dollar

The video discusses the potential rise of the dollar due to fiscal and trade shocks, and the challenges faced by the Fed in managing interest rates and the dollar's strength. It also covers financial conditions, the impact of corporate tax reform, and the limitations of fiscal policy, drawing parallels with past administrations.

What are the two shocks mentioned that could impact the market?

What challenges does the speaker foresee for the Federal Reserve in managing interest rates?

How does the speaker perceive the relationship between fiscal policy and interest rates?

What concerns does the speaker express regarding the dollar's rise?

What is the speaker's view on the potential impact of corporate tax reform?