Breaking Down the Election Mega-Rally as the Bond Vigilantes Circle

The Investopedia Express with Caleb Silver

Investopedia에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Investopedia 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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In the wake of the equity markets' largest election rally in history, we break down the winners across sectors, asset classes and sizes with Cameron Dawson, Chief Investment Strategist at New Edge Wealth, and look into the future for trends to watch given the policy promises of the Trump administration. Plus, the Bond Vigilantes may be starting to circle as the likelihood of tax cuts and heavy government spending are pushing Treasury yields to alarming levels even as the Fed cuts rates.

LINKS FOR SHOW NOTES

https://www.newedgewealth.com/team/cameron-dawson/

https://www.newedgewealth.com/insights/

https://www.federalreserveeducation.org/about-the-fed/archive-history

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-cpi-earnings-fed-speakers-8740185

https://www.investopedia.com/bond-vigilante-6386194

https://www.investopedia.com/terms/c/contributionmargin.asp

https://www.carsongroup.com/insights/blog/author/rdetrick/

https://www.investopedia.com/bitcoin-price-tops-usd80000-for-first-time-8742854

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