Abstract
This chapter aims to provide investors and voters alike with a context to understand key policy issues that surfaced during the 2016 presidential election and that will likely influence future elections. In previous chapters we showed how the respective issues have evolved over time, what the current debates are and how they are impacting various market segments. In this concluding chapter, we assess how policies under consideration are likely to impact the economy and financial markets during the remainder of the Trump era.
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Notes
- 1.
See Scott R. Baker, Nicholas Bloom and Steven J. Davis, Centre for Economic Performance, CEP Discussion Paper No 1379, October 2015.
- 2.
Reinhardt and Reinhardt, op. cit.
- 3.
See Barro, op. cit.
- 4.
Grantham, op. cit., pp. 10–11.
- 5.
See Sargen, op. cit., for a discussion of asset bubbles.
- 6.
See Francois Trahan and Stephen Gregory, Cornerstone Macro, “The Year in Stock Selection: 2017 Scorecard,” December 27, 2017.
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Sargen, N.P. (2018). Economic and Market Prospects for the Medium Term. In: Investing in the Trump Era. Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-319-76045-2_10
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DOI: https://doi.org/10.1007/978-3-319-76045-2_10
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