Burgess: Markets Place Benign Outlook on Trump's Plans

The video discusses the market's response to Donald Trump's election, highlighting the potential risks and benefits of his policies. It examines the impact of his communication style, particularly through Twitter, on market stability and portfolio management. The discussion also covers Trump's economic policies, including tax cuts and deregulation, and their effects on business confidence and investment. Additionally, the video addresses the implications of a strong dollar on the economy and future government projects.

What is one of the main reasons domestic US equities performed well after Trump's election?

• Decreased government spending

• Increased immigration

• Higher interest rates

• Expectations of better growth and fiscal measures

How should investors approach Trump's tweets according to the discussion?

• Ignore them completely

• Take a long-term view and not react to short-term communications

• Sell all US equities

• React immediately to each tweet

What are two reasons mentioned for the lack of investment in the US economy?

• High taxes and low interest rates

• Lack of confidence and preference for stock buybacks

• Strict regulations and high inflation

• Trade barriers and immigration policies

What challenge does a strong dollar pose for Trump's administration?

• It has no impact on the economy

• It complicates funding for infrastructure projects

• It makes it easier to fund infrastructure projects

• It leads to lower interest rates

What is a potential positive outcome if interest rates rise and confidence builds in the US economy?

• Decrease in the value of the dollar

• Stagnation of the US economy

• Increase in US cap ex

• Decrease in US cap ex