Reuters have run a poll of fund manager and investment officers
- Over 50% say that Trump’s policies will fail to meet the market’s expectations
- Protectionist measure could pse a risk to global trade
Global investors are more excited as they raised US equity holdings to the highest since June 2015 on Trump growth expectations.
A measure of expectations for an economy is how investors react. In putting their money into the US they expect Trump do deliver on his promises to Make America Great Again. They may lose money if they are wrong but they are a big forces in the movement of money flows and the effects that can have on currencies and assets.