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Market is already pricing in 'yuge' stimulus + vaccine, but with Yellen, we could get sustained lower vol + higher yields, while higher USD + taxes reprice FAMG, all with goal of higher inflation repricing deficits. $SPX
Sounds good in theory! Or until they purchase assets.
$VIX
@SheilaBair2013 @SamanthaLaDuc Yes, we are all very excited about her working hand in hand with Powell to debauch the currency and push the deficit higher. Debt ceiling is another one she will break.
Congratulations to Janet Yellen. After breaking the glass ceiling at the Fed, she will now become the first woman to lead the US Treasury Department. Outstanding, unifying choice by the President-elect.