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

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Content provided by Investopedia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investopedia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

224 episoade

Artwork
iconDistribuie
 
Manage episode 449499776 series 2836180
Content provided by Investopedia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investopedia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

224 episoade

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