Investing in the Trump Era

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Focusing on the economic landscape post-2016 U.S. presidential election, the book explores macro policy issues that will shape future markets and the economy. It covers critical topics such as long-term growth, federal budget deficits, healthcare and tax reform, and regulatory policies. By presenting arguments from both political sides and drawing on expert studies, it evaluates the potential impacts of these policies on financial markets. The author also reflects on the surprising market reactions following the election, questioning whether investor expectations were overly optimistic.