The purpose this report is to examine the potential impact of the budget that President Trump has just released and how this would affect investment markets and GDP growth. The investment thesis is that as the budget adds dollars to the economy it must have a positive impact on both investment markets and GDP.
While it may not be adopted by Congress, the budget does show how the president is thinking and what he would like to do if he had a free hand.
If the GOP wins more seats in the forthcoming election this sort of budget becomes more possible.
