Giddis: Premature to Call End to Bull Market

The transcript discusses the current state of the market, highlighting a pause before the election and anticipations of pro-growth measures from President-elect Trump. It explores the Federal Reserve's monetary policy, potential tax cuts, and economic growth. The bond market's outlook and fiscal policy impacts are examined, with a focus on interest rates and inflation expectations. The discussion concludes with insights into potential inflation spikes and economic trends.

What is the anticipated impact of pro-growth measures from the new administration on the economy?

• Decrease in inflation and deficits

• Increase in inflation and deficits

• Stabilization of inflation and deficits

• No impact on inflation and deficits

How is the Federal Reserve expected to respond to new potential policies?

• By changing their monetary path completely

• By being more reactive to new policies

• By ignoring new policies

• By reducing interest rates

What is the expected number of rate increases by the Federal Reserve in 2017?

• One or two

• Two or three

• Three or four

• Four or five

What is the key factor that will influence the bond market in the coming year?

• The speed at which new policies become law

• The price of oil

• The current state of the stock market

• The level of consumer confidence

What could potentially cause an inflation spike later in the year?

• Stable holiday sales

• A decrease in oil prices

• Wild spending and large tax cuts

• A strong dollar