In This Article:
TPW Advisory Founder Jay Pelosky discusses the changing market dynamics since President-elect Donald Trump's 2024 election win with Catalysts host Madison Mills.
Pelosky touches upon the "oversold conditions" in the bond (^TYX, ^TNX, ^FVX) and equity markets (^DJI, ^IXIC, ^GSPC), and what a strong US dollar (DX=F, DX-Y.NYB) is signaling about long-term growth.
"If commodities are able to sustain a breakout, then that would reinforce this idea of a global growth recovery driven really by stimulus in Europe, led by Germany which is facing stagnation, and then in Asia, led by China which is facing deflation," Pelosky states. "So we really see President-elect Trump as a positive policy catalyst abroad... and kind of a chaos agent at home..."
To watch more expert insights and analysis on the latest market action, check out more Catalysts here.
This post was written by Josh Lynch
