Tag: Trump Administration
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The Trump Trade 2.0: Sectors to Watch Under a New Administration
Trump’s decisive victory triggers the most significant post-election sector rotation in modern history. Which sectors win, which lose, and why the market is pricing the benefits before the costs.
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Trade War 1.0: Trump Fires the First Tariff Salvo Against China
The sell button got hit hard this week, and for the first time in this cycle, it was not an algorithm chasing volatility or a rates scare rippling out of the Treasury complex. It was politics. Raw, deliberate, campaign-promise politics, dressed in the language of national security and aimed squarely at the world’s second-largest economy.…
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Tax Cuts and Jobs Act: What Trump’s Tax Reform Means for Markets
The most significant overhaul of the US tax code in three decades has just been signed into law, and the market’s reaction tells only half the story. The Tax Cuts and Jobs Act (TCJA), passed by Congress on 20 December 2017 and signed by President Trump two days later, slashes the corporate rate from 35%…