How a #Trump Administration Policies Might Move the #Markets

Based on Trump’s campaign statements and his record as a businessman, here are some things we can watch for from his administration:

  • Borrow to Fund #Infrastructure Spending-helps industrial companies, raises #Inflation expectations and hurts bond prices. #Banks profit margins will improve while lending accelerates.
  • #Deregulation-helps most industrial companies.
  • Much of #Defense spending should be safe from cuts.
  • #Pharmaceutical and #Biotech can breath a sigh of relief.
  • #Mergers and #Acquisitions should benefit from a reigned in Justice Department.
  • Some #Exporters could be vulnerable to changes in #TradeDeals.

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