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My name is Kokuagbubloa, global head of economics, cross-asset and quant research at Societegenerals.

Each month, I bring a survey of the macroeconomic trends impacting the markets

and invite you to join me in deciphering today's trends

in order to better face the challenges of tomorrow.

Welcome to another edition of The Chicks on the Right Show, where we talk to our BFF and sponsor of the show, Zach A Abraham from Bullwork Capital Management.

Okay, Zach, we're going to talk tax cuts today.

All right.

So now that Trump is back in office, well, he will be back in office in the next couple months, we're going to have a Republican-led House, a Republican-led Senate.

And advisors are predicting an extension of the 2017 tax cuts and jobs act, the TCJA, which was the largest tax code overhaul in 30 years.

And it provided a lot of relief, a lot of tax reductions

for businesses and individuals. And most of those benefits are set to expire at the end of 2025.

I imagine that some folks that even hate Trump are possibly stoked that he won just from an economic, I'm talking to you Bernie Sanders,

are kind of excited about him, maybe, you know, reinstating some of those tax cuts. And so what,

I guess, what do you think about that? And then also, it's a two-pronged first question. What do you

think about the tax cuts? And then what do we get from Trump tax cuts possibly getting extended? Yeah. So the, I think the extension of

the corporate tax cuts are baked into the kick. And I think that that's probably one of the

biggest underpinnings for the market rally that you've seen since the election, right? So stocks had to

start pricing out the possibility of that tax break going away, and then they had to price back

...