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That's the power of global connections, Merrill Lynch Pierce Fenner and Smith, Inc. Member SIPC. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene with David Gura.

Daily, we bring you insight from the best in economics finance investment and

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John Gallup joins us now in our Bloomberg 1130 studios here in New York, Jonathan Gallup,

the chief U.S. market

strategies at RBC Capital Markets. We were just reminiscing about the evening of

November 8th. You were here as we went through the results that evening.

What's your sense of what's happened since at market wise there was this

swoon there was this great enthusiasm in the markets afterward help us

understand what's been through the going through the injulations here leading

up to today well you mean I think there's two stories.

The first thing is there was this natural knee-jerk reaction to Trump, but then I think the market

realized that these pro-growth policies may actually not you know maybe much more important or

positive than people think but what really has happened over the last four

...