What to Expect Under the Trump Economy?

The transcript discusses the potential economic stimulus under a new administration, focusing on tax policy changes and their impact on GDP growth. It highlights the uncertainty surrounding infrastructure spending and the role of Congress in shaping these plans. The market's reaction to anticipated fiscal stimulus is examined, along with the implications for inflation and interest rates. The discussion also covers personnel changes in key economic roles, including the Federal Reserve, and their potential impact on economic policy direction.

What are the implications of appointing individuals with market knowledge to key economic positions?

Discuss the potential changes in monetary policy with the end of Janet Yellen's term.