LACK OF DETAILS ! IL MERCATO SI ACCONTENTA ..PER ORA
Il mercato reagira' oggi bene alle parole di Trump di ieri, forse il miglior discorso che abbia mai fatto il presidente Trump.
Un discorso stile reganiano molto pro business e pro crescita che fa contento i mercati
TUTTAVIA ABBIAMO ASSISTITO A UNA MANCANZA DI DETTAGLI SU COME INTENDE RAGGIUNGERE GLI OBIETTIVI E QUESTO POTRA' FRENARE GLI ENTUSIASMI DEL MERCATO STESSO
ci si aspettava una lista di FATTI su tax reform, deregulation e stimoli...questo non e' assolutamente accaduto e questo non piacera' al mercato stesso nel momento in cui dalle parole si deve passare ai fatti..anche se per il momento ci si attende una reazione positiva...Although Trump didn’t use the joint address to get into the details, it does not mean that the details are not coming imminently. Indeed, he said that his economic team is working on a ‘historic tax reform.’ The Trump administration has also previously said it is their goal to pass tax reform legislation by August.
“The lack of detail craved by the markets should not represent a major, longer-term obstacle to investors.“The
financial markets like Trump and his economic pledges – we’ve seen this
in how they have reacted so far to his stated policies – and a
broadstrokes speech such as this is unlikely to alter that in any
meaningful way.
“Whilst
some will, no doubt, bemoan the lack of specifics in Trump’s address,
for many savvy investors it is precisely this lack of specifics that has
been the cause of so much enthusiasm.”
“The markets might not have been given the details
they wanted, but investors should react positively to Trump’s address.
“He
seems determined to fulfil his election promise of shaking up the
status quo. From this shift there will be winners and losers, of
course.
“For
instance should Trump hold true to his election pledges, the banking
sector is likely to do well due to the lifting of regulations, and
mining and oil will get a boost the repeal of some the Obama-era
environmental laws.
“In
this new era, investors will need good fund managers who select
investments that aim at the winning sectors, taking care to be
diversified in their overall structures.”
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