Fixed Income Calm, Equities Panic Ahead of U.S. Election

The transcript discusses market reactions to potential Fed rate hikes and election uncertainties, highlighting differences in equities and fixed income responses. It explores the impact of fiscal stimulus and market interpretations, with a focus on the Fed's cautious approach. The discussion also draws parallels to the Brexit scenario, emphasizing market preparations and positioning strategies.

In what ways might a Trump presidency impact fiscal policy and the economy?

What lessons from the Brexit scenario are influencing current market strategies?