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Actionable news in HUM: HUMANA Inc,

Trump Making the Banks and Healthcare Sexy like 2013 Again

Asset managers are responding to the Trump presidency, and in a pretty surprising way. With bond yields rising, and investors pilling back into equities the market is on track to grow at a relatively high rate. As such, I’m increasingly optimistic despite uncertainty over a Trump presidency.

As it currently stands, the latest fund manager survey from BofAML suggests that inflation expectations are surging higher in anticipation of fiscal policy levers that Trump will likely utilize to boost GDP growth, such as lower taxes, fiscal stimulus, tax holidays and deregulation. I guess, the American equivalent of Shinzo Abe, but super-sized like a Big Mac with a large side...


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