Best Blogs of the Week #250
POTUS 45. There’s not much for me to say that hasn’t been written all over the Internet. From reading 50+ blog posts related to the election, I can affirm asset managers tread lightly with opinion. Asset managers are more comfortable with sharing the news. With that in mind, four excellent posts.
Loomis Sayles – – Trump’s proposals are structurally inflationary, but which measures will get passed and implemented is a large unknown.
M&G – President-elect Trump. 5 predictions on what happens next in the global economy and markets – Trump may not build a wall. But even if he does, it won’t keep the robots out.
Putnam – What we might expect with a Trump administration agenda – Trump does not have any specific plans to change Social Security or Medicare. He opposes any increase in the retirement age and would oppose raising the wage base for the Social Security payroll tax.
Russell – U.S. elections 2016: Trump wins White House. Markets react. – So we don’t see this election as having a lasting impact on markets.