“It’ll just be a matter of how long it takes to work out which part of Trump’s proposal will justify that move after the fact.”
Category: tax reform
It’s Tuesday And This Market “Sees No Demons”
“With French political risk significantly reduced (even if there’s still a two-week second round campaign to negotiate), an improving global economy, steadier oil prices, and most of all, range-bound US yields and a lack of fear of rapid Fed tightening, investors see few demons and are off in search of yield.”
Here Are The 5 Most Important Questions In US Politics
Are you confused about the political outlook in Washington? Yeah? Well, that’s ok because believe
(Almost) $400 Billion Weighs In On Tax Reform, The Fed, And The Dollar
Bank of America’s latest rates and FX survey comprises responses from 74 fund managers with
“Hope Versus Reality”: Goldman Illustrates The Trump Trade Fade
“This week the market struggled to readjust its expectations for US government policy following the move away from health care reform. Client conversations make clear that investors fall into two camps: The first group worries that the failure to “repeal and replace†the Affordable Care Act is a sign that other items on the policy agenda are less likely to be enacted than they had hoped. Others are encouraged about the shift in focus to tax reform as the new top priority for the administration.”
Friday Humor: Sean Spicer Explains The “Phenomenal”
Think back to February 9, when Donald Trump was telling airline executives about how they’ve “done an amazing job,” and about how, much like the President himself, they’re “under pressure from a lot of foreign elements.”
D.C. Demystified: One Simple Chart
“Doing big things is hard.” That’s what Paul Ryan said following the GOP’s bungled attempt
Another Reason To Be Happy: “No Policy Is Better Than Bad Policy”
“Indeed, the past few decades are replete with examples of gridlock and government inactivity being a fertile environment for U.S. financial markets.”
BofAML: Health Care Failure “Best Thing To Happen To Trump Trades Since Inauguration”
“In our view, the failure to push through healthcare reform by the GOP last week was possibly the best thing to happen to Trump trades since the inauguration. “
Goldman: These Are The 3 Most Important Questions On Tax Reform
At some point, everyone is probably going to get tired of talking about what Friday’s
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