Will Team Trump's Fed Bond Cut Call Sway Rate Path?

The transcript discusses the market's reaction to Trump's election, highlighting the unexpected lack of a December rate hike and the influence of inflation expectations and fiscal stimulus. It examines the bond market's risk-off environment, the volatility term structure, and the potential impact of political shifts, such as Trump's presidency and Brexit, on market dynamics.

Discuss the implications of the dollar's strength on the Federal Reserve's policies.

What fundamental shifts in American politics were anticipated following Trump's inauguration?