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Market Relief: Trump Turns Out To Be A Mainstream Republican

April 14th, 2017 · Comments Off on Market Relief: Trump Turns Out To Be A Mainstream Republican

While we still await details and legislative proposals of the big Trump reflation, markets do have something to celebrate from the White House. There is increasing data subscribing the view that, while perhaps not in rhetoric, Trump’s policies are fairly mainstream Republican policies. Most notable seems the gradual shift away from protectionism and hard money. […]

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Tags: The Markets · Trump

Shares Expect Too Much From A Trump Reflation Already

March 11th, 2017 · Comments Off on Shares Expect Too Much From A Trump Reflation Already

The Trump reflation package is liable to disappoint in terms of reviving business investment and growth. It is also liable to create a hole in public finances, and likely remedies like a border tax could hobble growth more. Equity markets seem oblivious to this, which might continue for a while but reality has a habit […]

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Tags: The Markets · Trump

President Trump And The Markets

July 18th, 2016 · Comments Off on President Trump And The Markets

Driven by an angry electorate sensing the secular stagnation, Trump’s economic agenda basically amounts to a hostile takeover of the Republican Party. This is good insofar as much of the electorate doesn’t believe in trickle-down economics, and rightly so. But there remain considerable economic risks attached to Trump’s economic platform on trade, immigration, and the […]

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Tags: The Markets