Trump’s Win And the Equity Markets

ClearBridge-Legg Mason

Date:

Trump's Win And the Equity Markets

Author: Fórmate a Fondo

"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"

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

The concerns include trade, monetary policy and the direction of interest rates

Monetary policy and interest rates remain a critical variable for both the markets and the economy generally