Monthly Archives: November 2016

Geldzug: ROLL THE DICE, MR PRESIDENT

10 Nov, 2016 Investors have decided that the Trump presidency will be good for US equities and bad for US government bonds. These trends support our view that bonds yields will keep rising as the developed world enters a reflationary phase. We expect a flurry of activity in the first hundred days after Trump’s inauguration on 20 January, because Presidential powers can be used to limit immigration, raise tariffs, cancel environmental regulations, etc. After that, the President will need to get the agreement of Congress to pass legislation on complex issues such as personal tax cuts, infrastructure spending, and higher [...]

2016-11-10T22:24:52+00:00 November 10th, 2016|