On this episode of Market Sense, Fidelity's Director of Global Macro and the Managing Director of Fidelity's Asset Allocation Research Team talk about key policy themes to watch with the incoming administration, how they might affect the economy and markets, and what it all might mean for investors.
01:47: Market & Economic Headlines
03:24: Bond Yields
06:06: Where Is The Business Cycle?
08:00: The New Administration & The Economy
09:37: Deregulation & Tariffs
12:30: Tax Cuts
14:53: Government Debt
17:46: Proposed Immigration Policies
19:35: Geopolitical Risks
20:59: Election Takeaways
Questions? Drop them below 👇 and we’ll reply right in the comments.
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