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The US experienced a radical regime change on November 8, 2016. The Trump administration is more populist and less progressive than the Obama administration. The former is full of dealmakers, the latter was full of community organizers, lawyers, and economists. How are stocks, bonds, currencies, and commodities likely to fare under Trump's "America First" policies? Might Election Day have marked the end of the New Normal of secular stagnation and the resumption of the Old Normal with stronger growth, but higher inflation and interest rates? How might Fed policy change with more Trump appointees and once Fed Chair Janet Yellen leaves at the beginning of next year? Might Trump's bilateral approach to trade save globalization from the populist anger at the multilateral free trade system? How much might Trump's tax and regulatory reforms boost corporate earnings?
Edward Yardeni
Yardeni Research, Inc.,
President
Dr. Ed Yardeni is the president of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as chief investment strategist for Oak Associates, Prudential Equity Group, and Deutsche Bank's US equities division in New York City. Dr. Yardeni taught at Columbia University's Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He is frequently quoted in the financial press, including The Wall Street Journal, Financial Times, The New York Times, The Washington Post, and Barron's.
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