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Tariffs, tapering and tax cuts – investing in interesting times

US markets have rallied strongly in recent years, shrugging off concerns about over-valuation and stretched fundamentals. The US economy is showing strong signs of growth also, buoyed by a decade-long period of low interest rates, huge tax cuts and Trump’s protectionist policy announcements. So are all lights turning green? Or will tapering and tariffs present headwinds that clash with tailwinds from Republican fiscal policy?

US markets have rallied strongly in recent years, shrugging off concerns about over-valuation and stretched fundamentals. The US economy is showing strong signs of growth also, buoyed by a decade-long period of low interest rates, huge tax cuts and Trump’s protectionist policy announcements. So are all lights turning green? Or will tapering and tariffs present headwinds that clash with tailwinds from Republican fiscal policy?

In this timely podcast, Evan Lucas, Chief Investment Strategist for InvestSmart, discusses whether this is an inflection point for the US market and the globe, and expands on:

  • The current signal that has predicted a US recession with nearly 100% accuracy over the last 100 years,
  • Why neither textbooks nor history books have prepared us for the current scenario,
  • The likely implications of macro economic factors for Australian investors, and
  • The surprising asset he’s adding to his own portfolio right now.