Following a brief market plunge, the President-elect’s speech on Tuesday night was more conciliatory than many expected and emphasised his commitment to infrastructure investment. Investors have, on balance, concluded that the combination of a shift to very expansionary fiscal policy and major reductions in regulation in sectors ranging from energy to finance to drug pricing will raise demand and reflate the American economy.
在短暫的市場暴跌后,當選總統特朗普在上周二晚的演講比很多人預期的更加溫和,強調了他對基礎設施投資的承諾??偟膩碚f,投資者的結論是,向極具擴張性的財政政策轉變、結合大幅削減對從能源到金融再到藥品定價等多個領域的監管,將促進需求并刺激美國經濟。
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