#Reagan was a spender. #Trump may shrink GDP with a trade war. And companies are awash with cash. Tax cuts will not spur a whole lot of investment if companies are only interested in holding cash because they fear the financial system. Trump may spur a few new factories but port business will slow as a result. The factories will pay poorly and high paying port jobs may diminish.

Lenders are drooling to lend to people who cannot pay it back, Bernard. What will be interesting is to actually see if lenders are equipped with guaranteed loans that are toxic. Maybe #Trump wants to cut other things out of the budget in order to prepare for the next housing bubble, a guaranteed one by the Federal Government.

Companies know not to get on #Trump's bad side, but it will hopefully be the average American who benefits from this. And while yes, many companies were planning these expansions anyway, pressure from Trump can't hurt to ensure those jobs stay in the US. Plus a little good PR never hurt a company. $WMT $AMZN

You hit the nail on the head. #Trump is a complete wild card. I would not be surpriused if his instability causes market turmoil or even wars. On the other hand, he could surprise us all and make some amazing progress (if he can keep his ego in check and his mouth/tweets filtered). It will certainly be an interesting year, but one also filled with uncertainty and anxiety.

Most people I talk to fear #Trump's instability. He has not helped himself with his relentless tweets as his enemy list seems to grow almost daily. What issues I agree with him about are on the back burner. His economics is reckless at best.

I expect #Trump to be as soft on banks as Hillary given his newfound ties with Goldman and his lack of care about his campaign promises to be tough on them including his reversal in reinstating Glass-Stegall which is America's best hope of preventing a downturn like the last one.

Seems like #Trump wants much higher rates, hoping that this would cause the long rates to go up. If that happened, maybe he wants another housing bubble, with teaser rates. That would not be a solid foundation for recovery, but would end up being, like the last housing crash, a con on the middle class. The Fed could step in to prop up prices unlike last decade. But then that would be a massive tax on renters. Hard to please all the people all the time. But a bubble in real estate is hardly sustainable. The millennials will be sensitive to that bubble and may not want to play that musical chair game.

If Trump thinks that saddling the middle class with more debt would be an economic victory he is a predator not unlike George W. Bush and Bill Clinton. They allowed easy money toxic loans. Is that what Trump calls recovery? He will be same ole as the other globalist tools.

Great charts, must read. Considering people already knew Donald #Trump had won, this slowing of non gasoline retail growth certainly doesn't justify a lot of Wall Street exuberance.

Don't call it a #Trump rally. It is not and until he takes office no bounce is his doing. We shall see what happens the week after next and on. I feel the politicization of stock market reporting is tragically deceiving a lot of people. As we can see with these charts the movement is not that unusual and is a continuation of the recent rally before Trump.

Enjoy it before rates go up, inflation rears its head, and the Fed cuts its support. The result of this will mostly be non Trump related as well, however, he can make it worse by precipitating a global trade war.

The real issue is the market recent rise is based on people cashing in their last chips before #Trump not the hopes of Trump. So far I agree that the International market is in turmoil over him. However, there is some hope of him massively increasing the deficit against Republican fiscal conservatives and rolling back regulations and taxes on business. It is doubtful that this will counter the worsening global market and the Fed who will raise rates in response to higher inflation if Trump starts a trade war.

There are lots of hopes and expectations but also lots of trouble, the main one being the Federal Reserve's unsustainable #bubble.

I agree, #Trump doesn't respect that fact and tends to be rather bull headed about getting his way. Could spell trouble for his working relationship with the #Fed.

Author asks a good question: Will #Trump and the #Fed play nice? I don't believe they will. While #InterestRates should be at the top of the ceiling, there is a ceiling which if breached will contract the deals and loans made, and ultimately contract the economy. I don't think Trump and his team really respect this fact.

This article is a helpful resource. However, you say: "#Russia will continue to play spoiler and peacemaker in the Middle East." I am not sure when a peacemaker can be labeled a spoiler. We spoiled the middle east with regime change. We are the spoiler and Russia is the peacemaker. While not being a fan of #Trump as a man, I think he is correct on this issue. Regime change has put women and children, innocent victims, in harms way throughout the middle east. I think it is bad policy, and has created refugees, and helped motivate #BREXIT, although having your own currency may be the best way to go for the UK and for any nation for that matter. The idea of regime change and the resulting refugees may fuel the end of the Eurozone itself! I don't think that was the intent of the planners of this policy.

#Trump will rue the day he decides to take on the world on trade issues. With over 100 countries individually running a trade surplus with the US, it will be impossible for the Administration to have any meaningful turnaround in the US current account. Lots of bluster with no real impact.

I think having #Trump in the White House will only continue to boost #EnergyStocks and #Oil.

Yes, politician or not #Trump still utilizes much of the same old tricks.