Matthew Kerkhoff on “Trump Rally,” Yield Curve, and Economy

  • Print

Many refer to the what’s taken place in the US stock market since Trump’s election as the “Trump rally,” but, according to Matthew Kerkhoff at Model Investing, the true driver behind stocks is reflation (higher growth and inflation), which began months before US elections. Matt also discusses the message coming from the yield curve when it comes to the economy and markets.

For full access to the interview, please log in and click the MP3 button or click here to subscribe. Questions? Check out our FAQ page.

Related links:
The Yield Curve as a Leading Indicator

CLICK HERE to subscribe to the free weekly Best of Financial Sense Newsletter .

About Cris Sheridan

Quantcast