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

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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.

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Related links:
The Yield Curve as a Leading Indicator

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About Cris Sheridan