good news: hope for the economy in 2017!
TRANSCRIPT
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2017
Opportunitythis way
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Top Opps
Trump Administration
Brexit adventure
Fed’s Dilemma
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Provided with four candidate qualities and asked which mattered most to their vote, almost 4 in 10
(39 percent) said a candidate who “can bring needed change."
Among those change voters, Trump took 83 percent of the vote to just 14 percent for Clinton.
Exit Poll
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What is the hope?
Trump is a “businessman”
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Policy solutions for growth
Free Trade=lower tariffs
Reg. Relief=reduced costs
Tax reform=capital formation w/incentives
Infrastructure=efficiency
Energy=low prices
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His econ & tax planCut Corp Tax to 15%
Limit Pass Thru 15%1x 10% Repat Tax
Ag TPP and NAFTAImpose tariffs on imported goods
Big Drop in Interest Deductibility
New $500B infrastructure
Full expensing!
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www.andrewbusch.com Source: PIIE
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1,200 Advice & Consent jobs
SCOTUSTreasury
SECCFTCCFPBDOL
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100 day reg & energy plan
Save coal, Pass Keystone Lift moratorium for energy on fed. lands
Cancel Paris Climate Agreement&Climate Action Plan
&WOTUS
Repeal and Replace: ACA
Dodd-Frankexecutive actions
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Trump plans recap
Help: big tech & big pharma
Hurt: debt heavy balance sheets
Help: industrials & manufacturers
Hurt: free trade
Help: energy production
Help: Transportation/Engineering
Help: banking
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Spending Speed Bump
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Trump opportunity
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Most expensive breakup since?
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Polls
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GBPUSD 20%
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PM Theresa May
"There will be no unnecessary delays in invoking Article 50. We will invoke it when we are ready. And we will be ready soon. We will invoke Article 50 no
later than the end of March next year. It is not up to the House of Commons to invoke Article 50, and it is
not up to the House of Lords. It is up to the government to trigger Article 50 and the government
alone.”
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GBPUSD 6.5%
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Brexit Opportunity
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2.9%0.3%6.7%
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Global GDP Q3 2016
Japan economy grows faster than expected
HK's Q3 economic momentum cools on China slowdown
Malaysia surprises with 4.3 pct growth, rgt tanks
Indonesia Q3 GDP growth hit by govt spending cut SKorea Q3 GDP grows 0.7 pct, undercut by setbacks
Singapore GDP unexpectedly shrinks
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4.9%9.6%4.0%
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1.5%0.5%1.8%
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$11T<0%Quiz Time!
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25%
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Fed opportunity summary
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Last Word…
Problems