What Do Markets Want to See Most From Trump?

The transcript discusses market expectations following Donald Trump's election, focusing on fiscal stimulus, tax cuts, and infrastructure spending. It highlights the need for a shift from monetary to fiscal policy to boost economic growth. The role of the Federal Reserve and the implications of a strong dollar are examined, along with potential currency manipulation issues with China.

What fiscal policies did Donald Trump discuss during his campaign that are expected to impact the markets?

In what ways does the speaker suggest that infrastructure spending could be a powerful stimulus?

What concerns are raised regarding the Federal Reserve's approach to interest rates?

What implications does the speaker foresee regarding the dollar's value in relation to fiscal stimulus?

How does the speaker view the relationship between fiscal stimulus and economic growth?