What's Behind the Volatile Markets?

The video discusses the impact of interest rates on the market, highlighting the pro-growth policies and their effects on bond yields. It explores the anticipated Fed rate hikes and their influence on market expectations. The discussion also covers the growth rally, emphasizing its positive implications for the economy, while noting the potential risks of a strong dollar. Investment strategies are suggested, focusing on sectors that benefit from tax changes and economic growth, with a particular look at healthcare and drug distributors.

What are the implications of the current interest rates on the economy?

How does the bond market influence the Federal Reserve's decisions?

What factors contribute to the steepening of the yield curve?

What are the potential risks associated with the current growth rally?

In what ways might the anticipated changes in tax policy affect small businesses?