⚑ Joe Mac's Market ViewpointsMarketsPolitics & Policy

Joe Mac’s Market Viewpoint: The Trump Trade & Status Quo Bias

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Immediately following President Trump’s surprise election victory, a cross-section of stocks that were seen as beneficiaries of many elements of his economic policies had strong rallies. Features of the agenda such as the rollback of regulations, tax rate cuts, capex write offs, infrastructure tariffs, foreign cash repatriations, etc., would likely be a big positive for these sectors: Financials, industrials, materials, energy, and consumer discretionary goods, industry groups that had al...


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