Masters: Likely to See Inflation Go Up Under Trump

The transcript discusses the potential for inflation under President-elect Trump's policies, including tax cuts and infrastructure spending. It draws parallels with China's 2008-09 stimulus, which led to inflation. The conversation explores how these policies might influence investment strategies, particularly in the US, and the impact on global bond markets. The discussion also considers the role of central banks and the potential for divergent fiscal policies across different regions.

What economic policies under President-elect Trump are expected to lead to inflation?

• Deregulation of financial markets

• Reduction in government spending

• Significant tax cuts and infrastructure spending

• Increased tariffs and trade barriers

How did China's 2008-2009 stimulus package differ from the US approach?

• It did not lead to inflation

• It was primarily aimed at financial markets

• It involved a larger percentage of GDP

• It focused on reducing taxes

What is a potential outcome for companies in the US under Trump's presidency?

• Increased investment abroad due to better opportunities

• A need for policy push to invest domestically

• A decrease in revenue due to inflation

• A shift towards more conservative financial strategies

What has been the impact on global bonds since Trump's election?

• Global bonds have tumbled

• Global bonds have remained unchanged

• Global bonds have stabilized

• Global bonds have increased in value

How might central banks outside the US react to Trump's fiscal policies?

• They will likely increase interest rates

• They will reduce fiscal spending

• They will return to the drawing board

• They will maintain current policies