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BlackRock: Tax Reform and Trump Trades

Posted by WrapManager's Investment Policy Committee
February 20, 2017

BlackRock Weekly update

We see potential for volatility in the coming months as more reform details emerge.

Richard Turnill, BlackRock’s Global Chief Investment Strategist, discusses tax reform and the reflation trade. Turnhill was previously Chief Investment Strategist for BlackRock’s fixed income and active equity businesses, and has also led the Global Equity investment team.
Read an excerpt of his weekly commentary below, or view the entire weekly investment commentary here.

Key Points:
  1. U.S. corporate tax reforms could reinforce a reflationary environment already in place before last November.

  2. Some “Trump trades” partly unwound early last week, while political uncertainty sent French and Italian bond spreads wider.

  3. Fed Chair Janet Yellen’s testimony before Congress this week could raise market expectations of a March Fed rate increase.

Review the complete commentary here, including a chart of Median effective U.S. corporate tax rates from small caps to mega caps. Or, read BlackRock's 2017 Investing Outlook.

To learn more about BlackRock and other Money Managers, give us a call at 1-800-541-7774 or contact us here to speak with one of WrapManager's Wealth Managers.


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