The document discusses how a new US presidential administration and policies under President-elect Donald Trump may impact the economy and investments. It suggests that Trump's plans for tax cuts, bringing corporate cash back from overseas, and increased infrastructure spending could provide short to medium term economic stimulus. This would likely result in increased interest rates and a stronger US dollar. The document also notes that one Fed member is calling for faster interest rate hikes to prevent inflation risks, which could mean tighter monetary policy and higher rates sooner than expected. This would affect savings rates and treasury yields but also potentially hurt export companies or spark a trade war.