每日更新 - 特朗普 The Daily Update - Trump

自从特朗普赢得总统选举以来已经有63天了,今天我们终于有幸举行新闻发布会,从而总统当选人可以开始展开他未来几年的计划,这比140个字符(推特作为他蛊惑人心的首选媒体,只能提供这些)能表达更多的实质性内容(或无聊话)。现在距离特朗普宣誓就职,成为美国第45任总统只有9天,市场仍然渴望澄清医疗保健政策和潜在关税,以及保证特朗普高调言辞和利益冲突得到解决。

通常,特朗普言辞鲁莽,似乎比具体的更加夸张。在前3分钟,该总统当选人批评了新闻界,讨论汽车公司,制药,退伍军人,军事支出问题,并承诺“成为上帝创造的最伟大的工作生产者”。除此之外,他消除了俄罗斯易受勒索攻击的传言,坚持拒绝透露他的报税表,并澄清他如何计划解决商业利益冲突。关于最后一点,他不会把他的资产放置保密信托,而是转交其所有公司管理权给他的儿子唐和埃里克与特朗普执行长艾伦魏塞尔贝格。显然,这有助于分开特朗普与他的商业帝国的日常责任,但许多人会认为它不太可能阻止影响行政决定的潜在财务收益动机。

 “奥巴马是一个完全和彻底的灾难”是特朗普上任后开始讨论医疗,然后承诺“废除和替换”的感慨。但除了说计划如何'伟大'之外,特朗普没有提供进一步的细节。这种全面一致的清晰度持续缺乏造成比目前似乎市场计入考虑的高得多的不确定性。因为虽然特朗普看好的慷慨在他11月9日的胜利演讲(他胜利后,出现许多新的历史最高点,SP500指数上涨了8.8%)之后令市场备受鼓舞,但特朗普一直没有实际上说或做什么,没有为最近的乐观主义很大程度上依赖的竞选承诺添加实质性内容或细节。然而这些不确定性继续推动我们投资高价值债务,继续提供有吸引力的收益率和抵御潜在波动的缓冲。

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