Last week, I wrote: “The economic outlook and its residual effect on corporate earnings will be a function of what this Administration will do about trade and taxes over the next 100 days. In this connection, Trump will have to change the narrative on three fronts: roll back trade uncertainties of reciprocal tariffs with acceptable deals; invigorate the economy, which could be on the brink of a recession, through new tax incentives; and assure the financial markets that the Fed will remain independent, but under a different modus operandi. »
A Macro Market View by Hubert Marleau
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