Peter Tchir offers a wide macro perspective on the markets as it readies for Donald Trump's second presidency. He doesn't see "anything deflationary" on the horizon and sees the 10-year treasury moving back to 5%. He's pessimistic on a crypto reserve being made, which would plummet Bitcoin prices to pre-election levels. On the global market, Peter sees the U.S. remaining strong with commodities and small caps to rally.
14 Jan 2025
SHARE