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How is the US Equity Market Pricing Trump’s Tax Reform?

Perspectives» |

April 28, 2017

Our view is that the market has priced no more than 10-20% of the value of the proposed cuts and we tend to agree with the market since there is not room to price in more than that at this point. While we wait for further clarity on the tax reform, market focus will be on earnings and Q1 is shaping up to be one of the best quarters in the last 5 years in terms of earnings growth.

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