Whether the presidency of Donald Trump will be bullish or bearish for equities is a difficult question, not least because of a current lack of clarity regarding his policies.
What we can surmise as his likely policies are strongly expansionary, indeed inflationary, given the corporate and personal tax cuts mooted, together with the ramping up in infrastructure spending. President-Elect Donald Trump's plans to encourage repatriation of corporate profits held offshore should also help onshore US growth. Contrarian Investor: The key takeaways from Trump's win But these pro-growth measures will also likely impact the US Federal Reserve's (Fed) policy, potentially leading to higher interest rates. The trade-off between the two - more growth, but higher inter...
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