Markets moved once again on Yellen’s testimony and the data. Is the Fed taking the reins once again after a month of Trump in office? We discuss where the President has more impact and where the Fed makes or breaks markets.
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- Trump tweets and impact: Time is passing by and infrastructure spending has disappeared. The phenomenal tax plan is keeping markets optimistic as well as deregulation, but this is not enough for the dollar.
- Fed refocus: The economy is doing well according to retail sales, inflation and housing data. And Yellen is more optimistic, but can we expect a hike in March? We discuss.
- Preview: A quieter week awaits us with the Fed having its impact once again with the FOMC meeting minutes amid other events.
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