by Rupert Hargreaves | Dec 11, 2017 | Premium members
So what of Trump’s new tax reform package? Despite Trump’s approval ratings hitting a new low, the market appears to be applauding it. From our perspective, although this tax package will likely stimulative in the short term, in the long term a fiscal stimulus through...
by Rupert Hargreaves | Nov 19, 2017 | Premium members
U.S. stocks posted their first 2-week losing streak as the Treasury yield curve flattened further, raising concerns about economic growth while worries about tax reform percolated. The dollar dropped as the yen and gold gained. The spread between two- and 10-year...
