What's Changed in the Markets Since the Election?

The video discusses the post-election market trends, highlighting the rally in US equities and the impact of Fed rate hikes on the yield curve. It examines the financial sector's performance, the narratives surrounding market changes, and the uncertainty in investor sentiment. The discussion also touches on the differentiation between small and large banks and the potential for disappointment in market expectations.

What was the general market expectation regarding a Trump victory before the election?

• It posed a significant risk to the market.

• It would lead to a market rally.

• It would lead to a market crash.

• It would have no impact on the market.

What was one of the major changes in market expectations after the election?

• Decrease in bond yields

• Increase in Federal Reserve rate hikes

• Decrease in fiscal stimulus

• Increase in international market performance

How did the financial sector respond to the changes in the yield curve?

• Financials saw a decline in market cap.

• Financials remained unaffected.

• Financials saw a slight increase in market cap.

• Financials experienced significant gains.

What is a potential risk mentioned in the discussion about financial narratives?

• All banks will benefit equally.

• There will be no regulatory changes.

• Narratives can be misleading.

• The market will continue to rise indefinitely.

What distinction did Trump's policy positions make regarding banks?

• All banks are treated the same.

• Large banks are favored over small banks.

• Only international banks are considered.

• Small and community banks are distinguished from large banks.