US Outlook: Short-Term Politics vs. Long-Term Economics
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Congress goes back to work this week with Fed chair, Janet Yellen, set to testify before the House nd Senate. How much is the Trump policy agenda clouded by the controversial meeting between Trump Jr. and the Russian lawyer? Dodge also previews the US financial sector as we enter earnings season.
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Tags: Donald Trump, policy risk, Federal Reserve, Fed, FOMC, Janet Yellen, Congress, House, Senate, Russia, Hillary Clinton, DNC, healthcare, tax reform, rate hike, balance sheet, withdraw, oil and gas, retail, aerospace, airlines, biotechnology, sector rotation, banks, financial sector, JPMorgan, Citigroup, Wells Fargo, Mike Pence, earnings per share