What does Trump’s re-election bid and gridlock in Washington mean for investors? In his November Market Insights, Dr. James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, uses past election data to analyze current U.S. political activity and the impact it may have on the Fed’s 2023 inflation fight.
February Market Insights: Fortress America and the Colony Next Door
Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding. The Trump Doctrine should be seen as equal to