Weekly research notes covering the full spectrum of asset classes

Why so bullish?

June 10, 2017 / Paola Najar

According to a YouGov survey conducted last month, the majority of Americans are dissatisfied with the Trump administration’s achievements, or rather, the lack of it. Market participants had an exuberant response to his expected fiscal policy (Trump trade). This bullish environment had been nourished by Mr. Trump’s announcement of a $1tn infrastructure plan, a reform of […]