Trump's Timeout

Whether to support or oppose Trump, there is no doubt his actions at least in the short term are inflationary but as Health Care, Tax Reform, and Trade face increased scrutiny in the political sphere the risk associated to these events may not be fully priced into the markets putting the President in a time out as far as markets are concerned.

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Tidal Shifts and Inflation Valves

It is not hard to look back and see that when central banks push money into the system, stocks rise and when they pull money out – they fall. In simple terms, the markets are an inflation valve overlaying a system of innovation. What has changed since December? The Federal Reserve has begun the process of raising rates and now the markets must re-balance based on current sources of innovation and monitor for new injections of currency.

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