What to buy as Trump pumps

Donald Trump © Getty images
Donald Trump: red rag to a bull market?

Many have wondered what the consequences of quantitative easing – buying bonds with printed money – and zero interest-rate policies would ultimately be. The answer was often presumed to be some sort of economic meltdown or hyperinflation. But now we know that the answer isn’t economic at all. It’s political. It’s Donald Trump.

The assumption markets are now making is that President Trump’s policies will be [...]