Belski: Capex Spending to Spark Labor Participation

The video discusses the economic transition from Obama to Trump, focusing on unemployment, participation rates, and capital expenditure. It explores the potential impact of Trump's policies on the dollar and global reflation. The technology sector's response to the immigration ban and its implications for earnings are also examined.

How does the text characterize the relationship between dollar strength and reflation?

What are the implications of the immigration ban on the technology sector according to the text?