The Trump agenda fiscal agenda has focused on tax reform, and especially the scope for cutting taxes. However, the esteemed Brookings Institute reminds us that despite the recent sharp declines in the US Federal government deficit, the USA confronts formidable fiscal challenges over the medium term. Eventually, the growth in American entitlement spending will [...]
Tag: trump
Investment Strategy: Next 6 Months are Key for Trump Presidency
3 September 2017 Welcome to the launch of what will be a regular strategy review. Macro-themes have dominated market moves, especially following the Brexit referendum and the US and French elections. With the Trump Presidency entering a potentially decisive six months, I believe this will remain true during the year ahead. I am a believer [...]
President Trump: Lessons from Pittsburgh!
3 July 2017 In announcing his recent decision that America would withdraw from the Paris Climate Accord, President Trump rationalised this choice indicating he represented the citizens of Pittsburgh, not those of Paris. His remarks, however, suggest the President perceives Pittsburgh as a heavily polluting city in industrial decline, requiring the government’s protection from the [...]