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Eyes on market sentiment and policy direction after Trump’s upset win

WEEKLY MARKET COMMENTARY  | 

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Investors and middle market firm managers will no doubt be following evolving market sentiment and policy direction out of Washington following the upset victory of President-elect Donald J. Trump in the 2016 U.S. election. Investors have moved quickly to price in growth and reflation trades featuring rising equities, yields and a stronger dollar. The likely stimulus coming in the form of large tax cuts and outlays on defense and infrastructure have stimulated rallies in equities and the dollar, a shakeout in the bond market and a sharp increase in inflation expectations.

The political appointments, policy talk and Federal Reserve Chair Janet Yellen’s testimony before a joint committee on the economy on Thursday will be the major movers of price action across financial markets this week.

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