Markets Want the Trump We Saw Last Night: Cantrill

The video discusses the impact of political events on market repricing, highlighting the disconnect between market data and political sentiment. It explores the potential effects of Trump's policies on inflation and economic growth, emphasizing the need for congressional approval for certain reforms. The uncertainty surrounding Trump's economic agenda is also addressed, with a focus on market reactions and expectations.

What factors are necessary for the realization of Trump's economic agenda?

What uncertainties does the market face regarding Trump's agenda?