A Trump Trade Reality Check for U.S. Markets

The video discusses the market's reaction to the potential policies of the Trump administration, focusing on the strengthening dollar and bond sell-off. It explores the correlation between bonds and equities, highlighting the shift to negative territory. The discussion covers the impact of growth and inflation on equity valuations, considering factors like trade and immigration. The video concludes with an analysis of US equities, suggesting they may be overvalued and advising caution in the current market environment.

What factors could lead to inflation before economic growth, as mentioned in the discussion?

Analyze the potential effects of deglobalization on supply chains and consumer prices.