Global Foresight 2017 Q2: Character Limits

With President Trump often communicating policy via Twitter, investors are once again finding messaging can be costly—one mere tweet from Trump blasting the pricing of an F-35 fighter jet caused Lockheed Martin to shed $2 billion of market value within minutes. Since the likely market outcome usually lies somewhere in between extreme bullish and bearish views, this edition of Global Foresight focuses on the prospects of President Trump’s legislative agenda and market valuations, as well as highlights some of the important developments outside of the U.S. Jimmy Chang discusses the U.S. market, valuations and the direction of interest rates and U.S. Federal Reserve policy. Louie Sobong and the analyst team address some of the most pertinent questions on banking deregulation, trade policy and infrastructure spending.