Barry Knapp on the Challenges Facing a New Trump Administration to Decrease Government Spending
Barry Knapp discusses the implications of the recent US election on the markets, focusing on the bond market's relationship with equities, government spending, and economic policy under a potential Trump administration. He emphasizes the importance of addressing the labor market's weaknesses and the need for fiscal responsibility to stabilize the economy. The discussion also touches on the global economic landscape and the Federal Reserve's future actions regarding interest rates and monetary policy.