TD Strategist Sees Inflation Risk Priced Too Low in Bonds

The transcript discusses the current state of the Treasury market, inflation risks, and the potential impact of tax reforms and trade policies on the economy. It highlights the uncertainty in the market due to political developments and the need for legislative consensus. The discussion also covers the differences between reflation and stagflation, and how these economic conditions affect market strategies.

What are the potential implications of the President's tax plan mentioned in the text?

How does the speaker view the relationship between inflation risk and the treasury market?

What factors does the speaker believe will determine the success of tax reform?

What concerns does the speaker express regarding the legislative process for tax reform?

In what ways does the speaker suggest the equity markets and treasury markets are sending conflicting signals?