November 9, 2016
How a #Trump Administration Policies Might Move the #Markets
Based on Trump’s campaign statements and his record as a businessman, here are some things we can watch for from his administration:
- Borrow to Fund #Infrastructure Spending-helps industrial companies, raises #Inflation expectations and hurts bond prices. #Banks profit margins will improve while lending accelerates.
- #Deregulation-helps most industrial companies.
- Much of #Defense spending should be safe from cuts.
- #Pharmaceutical and #Biotech can breath a sigh of relief.
- #Mergers and #Acquisitions should benefit from a reigned in Justice Department.
- Some #Exporters could be vulnerable to changes in #TradeDeals.