Bloomberg Markets: SSI’s Malik on Unwinding the Trump Trade
Bloomberg Markets with Carol Massar and Cory Johnson. GUEST: Ravi Malik Portfolio Manager SSI Investment Management Discussing the unwinding of “The Trump Trade.” Increasingly, a perception started to take hold that the agenda of fiscal expansion through tax reforms, health care legislation, deregulation, and infrastructure spending would get delayed to 2018 at the very least, if not abandoned altogether. As a result “The Trump Trade” was more than completely unwound by the end of May 2017.