In our first written update of the Trump presidency, in January 2017, we sounded a theme about the interaction of President Trump’s policies and the markets that we continue to espouse through our presentations today.
In our white paper, Tax Reform Near the Finish Line: What’s in the Bill, we summarize the portions of the Tax Cuts & Jobs bill of particular interest to investors, as well as the likely winners and losers under that legislation.
Three new health care reform initiatives - from the political right, left, and center - are developing in the Senate. Earlier this week I joined CNBC's Nightly Business Report to discuss the proposal up first for consideration: the Graham-Cassidy bill, which would turn the ACA into a system of state grants.
In our update last month, we noted that the federal government could shut down on April 29 for lack of Congressional funding, a development that might have market consequences.
Earlier this week, President Trump issued a proposed government budget for FY2018 calling for the largest reduction in domestic program spending since the aftermath of World War II.
Earlier this week, the Republicans issued their plan to replace the Affordable Care Act (Obamacare). As the Republican plan became public, I joined the CNBC Nightly Business Report to discuss the plan and how the markets are likely to react.
President-elect Trump and the Republican-led Congress have said that one of their top priorities is the passage of tax reform in 2017.
The bottom line is this: If overturning the DOL rule is a high priority of the new administration, it will happen one way or another. On the other hand, if taking action is far down the list of priorities, it is possible the new rule could take effect before repeal procedures are finalized.
A number of weeks ago – before the release of the Access Hollywood tape that threw Donald Trump’s campaign into turmoil – we predicted that Hillary Clinton would win the presidential election.
With five weeks to go, we believe that Hillary Clinton will win the presidential election. Clinton will carry the Democrats to a Senate majority, but her administration will face a Republican House.