ClearBridge-Legg Mason

Trump’s Win And the Equity Markets

Date:

Trump's Win And the Equity Markets

Autor: Fórmate a Fondo

  1. "In our view, there are likely positive and negative implications for the U.S. economy and financial markets from a Trump presidency and a Republican Congress"
  2. The potential positives include tax reform, regulation and infrastructure investments. A less stringent regulatory environment and “friendlier” oversight for consolidation to support market valuations and a strong fiscal policy to rebuild infrastructure
  3. The concerns include trade, monetary policy and the direction of interest rates
  4. Monetary policy and interest rates remain a critical variable for both the markets and the economy generally