Happy Friday!

Happy Friday!

Trump’s Trade Policies

The Takeaway Investors have been highly concerned about the impact of President-elect Trump’s victory on companies/sectors levered to international trade broadly as well as specifically with regard to China and Mexico, which have been chief targets of Trump’s campaign rhetoric in Rust Belt states. Today’s note lays out how and why we believe that, once…

And Now for Something Completely Different: Republicans Plan to Repeal and Replace the ACA – We Examine the How and When … and the Impact

The Takeaway Donald Trump’s victory in the presidential election likely spells the end of the Affordable Care Act in its current iteration as Republicans are preparing to “repeal and replace” the controversial law. In this report, we examine what “repeal and replace” likely means, the legislative path Republicans expect to follow (and the significant limitations…

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