Saywell: Market Cares More About Trump Than Davos

The video discusses the current market expectations, focusing on the influence of Trump's policies and the anticipated fiscal stimulus. It highlights the importance of economic indicators like the CPI, which is expected to rise above 2% for the first time since 2014, potentially impacting the Federal Reserve's actions. The discussion also covers how these factors might affect US yields and the dollar, with a possible re-engagement in long dollar trades if CPI increases.

What expectations does the market have regarding US yields?

What could be a catalyst for the market to reengage in long dollar trades?