Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan – Forward Guidance

Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan – Forward Guidance

Bullish:

$USDOLLAR - Bullish outlook on the US dollar, contrasted with bearish views on gold and Bitcoin.
$SHORTTERMRATES - Positive outlook on short-term interest rates, particularly the two-year note, with expectations of rates decreasing.

Bearish:

$GOLD - Bearish outlook on gold, coupled with a bullish stance on the US dollar.
$EQUITIES - Bearish outlook on equities due to contractionary fiscal policy and central bank actions.
$USDOLLAR - Bearish outlook on the US dollar due to fiscal contraction from tariffs and spending bills.
$STABLES - Skeptical view on extreme growth projections for stablecoins, expecting moderate growth over the next 5-10 years.