Is It Time to Sell Treasuries?

The video discusses whether to sell fixed income portfolios amid rising inflation prospects in the US. It highlights recent economic surprises and market trends, suggesting a potential resting point for markets. The discussion also covers growth and inflation expectations, considering the impact of Trump's policies. Despite political uncertainties, the focus remains on economic fundamentals, with positive indicators from ISN manufacturing and US consumer health.

What does the speaker suggest about the potential impact of the Trump administration's policies on the economy?

What is the speaker's perspective on the health of the US consumer?