Key takeaways from Trump talk - Argus Research

John Eade, Chairman and President at Argus Research points to key takeaways from the last week’s Trump speech and the markets/sectors that could do well this year.

Find out why Eade doesn’t see interest rates in the US going higher in the long-run

Key points

Trump’s tax cut plans unlikely to yield a revenue neutral budget. One way to finance budget is to issue ultra-long bonds (say 100-years) and lock-in the money at low interest rates Pharma sector: Focus on innovation that ultimately reduces medical bills February payrolls: Another strong number likely Pick of the year: defence sector

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