⚑ Joe Mac's Market Viewpoints

Joe Mac’s Market Viewpoint: Game-Changer Part I: Trump Win Means Growflation

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The surprise outcome of the 2016 U.S. presidential election has led to widespread speculation about its effect on the global capital markets outlook and numerous specific investment themes. Assuming that the Jill Stein-led recount efforts or the final electoral college votes do not reverse the results, there is no doubt that the road ahead has unequivocally changed, and looking for change-driven themes is MRP’s mantra. Clearly, this presidential election was a game changer on many levels....

 

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