Trump-led risk-on rational to some extent, bond sell-off overdone – Panmure Gordon

“Stocks are right in cheering the possibility of a reduction in the US corporation tax from 35% to 15% and infrastructure spending”, says David Buik, Senior Market Commentator, while explaining the number of economic scenarios that could unfold during the Trump Presidency.

Buik adds the sharp rise in the treasury yields (drop in prices) appears overdone and that he cannot see any reason why the rates could rise significantly over the next few years.

While addressing the rhetoric of US-China trade war, Buik states China is essential in maintaining the liquidity of the Treasury market.

The segment is hosted by Tip TV’s Zak Mir and co-hosted by Alan Green, CEO of Brand Communications.

Listen now to know the number of scenarios that could unfold during the first 100 days of Trump Presidency.

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