Good news: hope for the economy in 2017!
-
Upload
wwwandrewbuschcom -
Category
Economy & Finance
-
view
59 -
download
0
Transcript of Good news: hope for the economy in 2017!
![Page 1: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/1.jpg)
www.andrewbusch.com
2017
Opportunitythis way
![Page 2: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/2.jpg)
www.andrewbusch.com
Top Opps
Trump Administration
Brexit adventure
Fed’s Dilemma
![Page 3: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/3.jpg)
www.andrewbusch.com
![Page 4: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/4.jpg)
www.andrewbusch.com
![Page 5: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/5.jpg)
www.andrewbusch.com
![Page 6: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/6.jpg)
www.andrewbusch.com
Provided with four candidate qualities and asked which mattered most to their vote, almost 4 in 10
(39 percent) said a candidate who “can bring needed change."
Among those change voters, Trump took 83 percent of the vote to just 14 percent for Clinton.
Exit Poll
![Page 7: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/7.jpg)
www.andrewbusch.com
What is the hope?
Trump is a “businessman”
![Page 8: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/8.jpg)
www.andrewbusch.com
![Page 9: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/9.jpg)
www.andrewbusch.com
![Page 10: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/10.jpg)
www.andrewbusch.com
![Page 11: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/11.jpg)
www.andrewbusch.com
Policy solutions for growth
Free Trade=lower tariffs
Reg. Relief=reduced costs
Tax reform=capital formation w/incentives
Infrastructure=efficiency
Energy=low prices
![Page 12: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/12.jpg)
www.andrewbusch.com
His econ & tax planCut Corp Tax to 15%
Limit Pass Thru 15%1x 10% Repat Tax
Ag TPP and NAFTAImpose tariffs on imported goods
Big Drop in Interest Deductibility
New $500B infrastructure
Full expensing!
![Page 13: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/13.jpg)
www.andrewbusch.com
![Page 14: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/14.jpg)
www.andrewbusch.com
![Page 15: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/15.jpg)
www.andrewbusch.com Source: PIIE
![Page 16: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/16.jpg)
www.andrewbusch.com
1,200 Advice & Consent jobs
SCOTUSTreasury
SECCFTCCFPBDOL
![Page 17: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/17.jpg)
www.andrewbusch.com
100 day reg & energy plan
Save coal, Pass Keystone Lift moratorium for energy on fed. lands
Cancel Paris Climate Agreement&Climate Action Plan
&WOTUS
Repeal and Replace: ACA
Dodd-Frankexecutive actions
![Page 18: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/18.jpg)
www.andrewbusch.com
Trump plans recap
Help: big tech & big pharma
Hurt: debt heavy balance sheets
Help: industrials & manufacturers
Hurt: free trade
Help: energy production
Help: Transportation/Engineering
Help: banking
![Page 19: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/19.jpg)
www.andrewbusch.com
Spending Speed Bump
![Page 20: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/20.jpg)
www.andrewbusch.com
![Page 21: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/21.jpg)
www.andrewbusch.com
Trump opportunity
![Page 22: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/22.jpg)
www.andrewbusch.com
Most expensive breakup since?
![Page 23: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/23.jpg)
www.andrewbusch.com
![Page 24: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/24.jpg)
www.andrewbusch.com
![Page 25: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/25.jpg)
www.andrewbusch.com
![Page 26: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/26.jpg)
www.andrewbusch.com
Polls
![Page 27: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/27.jpg)
www.andrewbusch.com
![Page 28: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/28.jpg)
www.andrewbusch.com
GBPUSD 20%
![Page 29: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/29.jpg)
www.andrewbusch.com
![Page 30: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/30.jpg)
www.andrewbusch.com
![Page 31: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/31.jpg)
www.andrewbusch.com
![Page 32: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/32.jpg)
www.andrewbusch.com
![Page 33: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/33.jpg)
www.andrewbusch.com
![Page 34: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/34.jpg)
www.andrewbusch.com
![Page 35: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/35.jpg)
www.andrewbusch.com
PM Theresa May
"There will be no unnecessary delays in invoking Article 50. We will invoke it when we are ready. And we will be ready soon. We will invoke Article 50 no
later than the end of March next year. It is not up to the House of Commons to invoke Article 50, and it is
not up to the House of Lords. It is up to the government to trigger Article 50 and the government
alone.”
![Page 36: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/36.jpg)
www.andrewbusch.com
![Page 37: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/37.jpg)
www.andrewbusch.com
GBPUSD 6.5%
![Page 38: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/38.jpg)
www.andrewbusch.com
![Page 39: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/39.jpg)
www.andrewbusch.com
Brexit Opportunity
![Page 40: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/40.jpg)
www.andrewbusch.com
![Page 41: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/41.jpg)
www.andrewbusch.com
![Page 42: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/42.jpg)
www.andrewbusch.com
![Page 43: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/43.jpg)
www.andrewbusch.com
![Page 44: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/44.jpg)
www.andrewbusch.com
![Page 45: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/45.jpg)
www.andrewbusch.com
![Page 46: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/46.jpg)
www.andrewbusch.com
![Page 47: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/47.jpg)
www.andrewbusch.com
![Page 48: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/48.jpg)
www.andrewbusch.com
2.9%0.3%6.7%
![Page 49: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/49.jpg)
www.andrewbusch.com
Global GDP Q3 2016
Japan economy grows faster than expected
HK's Q3 economic momentum cools on China slowdown
Malaysia surprises with 4.3 pct growth, rgt tanks
Indonesia Q3 GDP growth hit by govt spending cut SKorea Q3 GDP grows 0.7 pct, undercut by setbacks
Singapore GDP unexpectedly shrinks
![Page 50: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/50.jpg)
www.andrewbusch.com
4.9%9.6%4.0%
![Page 51: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/51.jpg)
www.andrewbusch.com
1.5%0.5%1.8%
![Page 52: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/52.jpg)
www.andrewbusch.com
![Page 53: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/53.jpg)
www.andrewbusch.com
$11T<0%Quiz Time!
![Page 54: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/54.jpg)
www.andrewbusch.com
25%
![Page 55: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/55.jpg)
www.andrewbusch.com
Fed opportunity summary
![Page 56: Good news: hope for the economy in 2017!](https://reader031.fdocuments.net/reader031/viewer/2022020802/587736361a28ab342e8b49ad/html5/thumbnails/56.jpg)
www.andrewbusch.com
Last Word…
Problems