Tony Greer on the Battle Royale between Rates, Equities and Inflation heading into the US Inauguration
Trevor and Tony Greer of TGMacro discuss the recent fluctuations in the U.S. markets, focusing on the impact of Nvidia's product announcements on tech stocks, the dynamics of the bond market in relation to Federal Reserve policies, and the overall outlook for commodities. They also delve into specific commodity price movements, particularly cocoa, and the broader implications of inflation and economic policies under the incoming Trump administration.