Today’s Topics:

2/26/17

 

  • Tax cuts are coming, but are they all they are purported to be.

 

  • Can tax cuts and regulatory reform increase productivity enough to overcome slowing population growth.

 

  • Should the U.S. be encouraging immigration to boost the economy instead of trying to limit it?

 

  • The U.S. considers issuing 50 and/or 100 years bonds.

 

  • What is holding down long-dated UST yields?

2017 Outlook:

Fed Funds Rate:                              1.25% – 1.50% (year-end)

 

2-year UST Note Yield:                   2.00% (year-end)

 

10-year UST Note Yield:                 2.70% (year-end)

 

CPI (2017 average):            2.0%

 

Core CPI (2017 Average):              2.2%

 

PCE (2017 Average):                      1.8%

 

Core PCE (2017 Average):            2.0%

 

GDP (2017 Average):                      2.6%

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