Oliver’s Insights: Trump 2.0 – Why investors should expect a somewhat rougher ride, but it may not be as bad as feared
Key points: The economic and financial environment today is more challenging than when Trump first took over in 2017. He faces constraints from: rising bond yields; not wanting a sharp fall in shares; a razor thin House majority; and a political mandate to get the “cost of living” down. The result should be a better outlook for shares than many fear, albeit it will likely still be rough along the way.
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