Characterizing the investing backdrop at this juncture are big unknowns about the near-term future, such as which administration will be controlling fiscal policy six months from now and what monetary policy will be at that time. So it’s no wonder that multiple consensus viewpoints seem to be moving financial markets this way and that. Today, Dr. Ed and Eric Wallerstein examine what’s been driving the commodities, fixed income, currencies, and equities markets and discuss their takeaways for the economic and financial market outlooks.
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