Best Blogs of the Week #254
The industry blog flow continues to be brisk as we come towards the end of 2016. Two posts of interest in this week’s review. The first is the best of many posts related to increase of the Fed Funds Rate. The post includes a straightforward analysis showing the impact of (potentially) lower corporate taxes on US public companies’ earnings growth.
BlackRock – The Fed makes its move – At this stage, very low interest rates (especially negative rates) and flat yield curves for long periods of time do little to support growth in the real economy.
WisdomTree – Impact of Potential Tax Reform: Size and Sector Analysis – Small caps—being taxed more predominantly in the U.S. at higher rates than large caps with global earnings—should see a relatively higher increase in earnings from a reduction in U.S. corporate taxes.
via WisdomTree
