What Are Clinton and Trump's Fiscal Policies?

The transcript discusses the dynamics of the U.S. presidential election, focusing on the market's reaction to the election outcomes and the impact of monetary and fiscal policies. It highlights the Federal Reserve's stance on monetary stimulus and the need for fiscal initiatives. The discussion also covers potential structural reforms to incentivize business investment and the influence of central banks on asset prices.

What was the outcome of the Democratic primary in California?

• The primary was inconclusive.

• The Democratic nominee secured enough delegates.

• Donald Trump won the primary.

• Bernie Sanders won the primary.

What is the Federal Reserve's current stance on monetary policy?

• They are reducing interest rates to negative.

• They are maintaining the current level of stimulus.

• They are backing away from monetary stimulus.

• They are increasing monetary stimulus.

What structural reform is suggested to boost market performance?

• Reducing government spending

• Incentivizing spending and investment

• Increasing corporate taxes

• Implementing stricter regulations

Why haven't markets reacted significantly to the presidential election?

• Investors are confident in the current administration.

• Markets are waiting for the election results.

• The liquidity from central banks is overshadowing the election.

• The election is not important to investors.

What is causing discomfort for the Federal Reserve?

• High inflation rates

• Negative interest rates

• The weight of cash inflating asset prices

• A strong dollar