Tag Archives: Trump Administration

How is the US Equity Market Pricing Trump’s Tax Reform?

What is President Trump’s tax reform plan about? The Trump Tax Reform Plan, presented on April 26, was missing many details and left the market with many unanswered questions. In our view, the plan’s five major elements are as follows:

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How Will Trump’s Policies Affect Economic Momentum?

Ken Taubes is Chief Investment Officer, US. The US may deliver growth of around 2%, as well as modestly higher inflation in 2017. Given Donald Trump’s current focus on keeping campaign promises regarding healthcare, immigration and trade, his broader pro-growth … Continue reading

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