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 of exerting itself

Shares Expect Too Much From A Trump Reflation Already | Seeking Alpha