Yardeni: Trump's Election Raises Stimulus Expectations

The video discusses the concept of bond vigilantes and the term premium, highlighting the yield curve as an economic indicator. It explores market trends, volatility, and investment strategies, particularly in the context of political changes and their economic impact. The discussion also covers productivity and demand, emphasizing the importance of these factors in understanding inflation and economic growth.

What is the significance of the term premium in relation to Treasurys?

How does the shape of the yield curve indicate investor expectations about the economy?

What factors are contributing to wage inflation and how might this affect the bond market?

Discuss the potential impact of Donald Trump's policies on inflation and employment.

What are the implications of productivity on inflation and economic growth?