What's Changed in the Markets Since the Election?

The video discusses the post-election market trends, highlighting the rally in US equities and the impact of Fed rate hikes on the yield curve. It examines the financial sector's performance, the narratives surrounding market changes, and the uncertainty in investor sentiment. The discussion also touches on the differentiation between small and large banks and the potential for disappointment in market expectations.

What factors contributed to the rally in equity markets after the election?

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How did the perception of Trump's policies change after the election?

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What role did the Federal Reserve's expectations play in the market changes?

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Discuss the implications of rising bond yields on financial stocks.

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What are the potential risks associated with the current market narrative?

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