What Do Markets Need to Hear From President Trump?

The video discusses the current state of the bond market, highlighting low yields and the need for more fiscal policy specifics. It explores the disconnect between stock and bond markets, noting strong equities but cautious bonds. Trading strategies are considered, with a focus on short-term and medium-term outlooks. The video also examines dollar positioning and Fed expectations, emphasizing the need for strong economic data. Finally, it outlines key policy expectations, including tax reform and infrastructure spending.

How does the speaker view the current state of the bond market in relation to economic data?

What are the implications of tax reform on the bond market as discussed in the text?