From John Mauldin & Mauldin Economics

Mark J. Grant Mark J. Grant

Mark J. Grant

"Chief Global Strategist," Colliers Securities/Author of "Out of the Box" and creator of "Grant's Income Strategy" which provides outsized yields with monthly cash flows.

发布日期: 2024年11月21日
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From John Mauldin


By Patrick Watson |?November 18, 2024

?

Mark Grant: The Swoon Song

Why You Should Read:?Bond expert Mark Grant says investors aren’t fully prepared for the kind of changes that are about to happen in Washington. This will not be a normal move from one party to the other.

Key Points:

  • Many of the people running the new administration won’t be the typical political types.
  • Different forms of taxes, tariffs, regulations are laws are likely.
  • With Robert Lighthizer as trade czar, consequential restrictions will come about in short order.
  • Extra tariffs on Chinese imports could lead to sharply higher prices on some goods.
  • Efforts to make the government more efficient, while necessary, will impact many corporations.?

Bottom Line:?Grant is not disagreeing with the expected policy changes. He simply points out the American economy will soon experience radical change, and investors should consider how it will affect their portfolios.

Comments??Join the discussion?in our?Over My Shoulder?community space.

-Patrick Watson

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