What Wall Street Thinks About Trump's Speech

The transcript discusses market timing and policy expectations, comparing current fiscal stimulus expectations with past administrations. It explores market sentiment, potential risks, and the impact of political speeches on market and legislative progress. The discussion also touches on the Federal Reserve and the possibility of a rate hike in March.

What was the general sentiment regarding the speech mentioned in the text?

What was the market's reaction to the speech despite the lack of detailed policy?

What did David Lubin say about the speech and its implications for investors?

What concerns were raised about fiscal policy in the Republican Party?

How did the speaker perceive the relationship between Trump's popularity and legislative progress?