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Cross-Asset Focus

Lessons From Trump 1.0

by Felix-Antoine Vezina-Poirier, Chief Strategist  

We look at President Trump’s first mandate for lessons on how markets would likely react to different policies. On the fiscal front, the 2017 Tax Cuts and Jobs Act (TCJA) was the first pro-cyclical stimulus in decades. Markets pushed back, as the early 2018…

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