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President-elect Donald Trump’s inauguration date is January 20 and his “first 100 days” takes us through April 30. Just as important, however, will be the transition period ahead of the first 100 days, specifically the makeup of his transition team and cabinet nominees, which should begin to filter in over the next few days/weeks. For our initial thoughts on how a Trump presidency could impact the equity and fixed income markets, along with Fed policy and the economy, please read on.
Fiscal stimulus is set to take the baton of support for the U.S. economy from the Fed, and financial markets are brimming with confidence that growth will ratchet up. We look at the effect this is having on bond yields and the likely outcome for rates from here. Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
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