Breaking Down the Election Mega-Rally as the Bond Vigilantes Circle
Description
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/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
Learn more about your ad choices. Visit podcastchoices.com/adchoices
United States
