Stocks have risen from post-election lows, but so have inflation expectations. Liz Ann Sonders of Schwab offers a forecast for the coming months. Analysts believe that if Donald Trump’s campaign promises on trade are fulfilled, it could negatively affect world markets. Jeffrey Kleintop writes about the prospects for global trade under Trump. Campaign promises for tax cuts have become a real possibility for 2017. Michael T. Townsend looks into what a new tax package may look like under the Trump administration.
Is The Fog Starting To Lift?- Stocks slumped in the days leading up to the election, but despite a surprising result, stocks have soared off their post-election night lows. But there is much uncertainty ahead and we expect continued bouts of volatility. Additional uncertainty may come from elections around the world, with the potential for a continuation of surprising outcomes that could rattle markets at times. Stocks are up, but so are inflation expectations, explaining the sharp move up in Treasury yields. Read more…
Trump And Global Trade: How Will Campaign Promises Play Out?– Trade among nations is the lifeblood of the global economy, comprising 59% of world gross domestic product (GDP). A sharp contraction resulting from a trade war could tip the world into the next global recession and create a bear market for stocks. So it is important to explore the prospects for global trade under Trump. Like the president who preceded him, he may back away from his most aggressive proposals on trade policy. Read more…
Could Tax Cuts Really Happen In 2017?- Michael Townsend explains what a tax package could look like if the Trump and Ryan proposals are combined and passed in 2017. Read more…
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John R. Day, Bill Ennis, Stephanie Davidson and Matt Heller