Post Tagged with: "Kirk Spano Letters Investment Investing Economy"

4th Quarter Macro And Market Outlook

The years of stimulus by the Federal Reserve is being used by the economy finally. After years of the perception of a not-business-friendly administration, President Trump has clearly unleashed some animal spirits.

The tax cuts are certainly having an impact as consumer spending is strong, and corporations are doing well (more on that below). The tax cuts will only have a temporary impact, however, and we will need to monitor that in the next year or two.

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