—————————————– Today, President-elect Trump announced that he will tap Steven Mnuchin for Treasury Secretary. Not a particular surprise — chair of the Trump campaign’s fundraising team, member of Yale’s Scull & Bones, and an early favorite for the position — Mnuchin and his political and policy views are nevertheless mostly a mystery outside his Wall Street …
Steven Mnuchin, Treasury Secretary Nominee (Nov. 30) Read More »
Mike and Co., Greeting from North Carolina, where HRC will take the stage within minutes at the campus of NC State in Raleigh, the last rally of the campaign, to make the closing argument in her bid for the presidency. With less than 24 hours before the last polls close, we take a moment to review some …
A Political and Market Rally at the Close (Nov. 7) Read More »
Mike & Co., Today marked the last new national economic data that voters will see before the elections on Tuesday and they have proved very good for the country. Today’s BLS data indicated important proof of a strengthening recovery that redounds to HRC’s advantage. Below we outline the most important details of the job report, as well as …
Mike & Co., Recent election news cycles have included precious little on a number significant fiscal and financial policy developments since Congress adjourned to go campaign. These developments may not be getting as much media attention as Trump’s gaffe du jour right now. But some will get more eventually. We outline below a number of the key developments crowded out …
Mike & Co. — The second Presidential debate last night focused mostly on personal qualifications, the histories of each candidate, and foreign policy. But economic issues policy issues, especially tax policy, still came in for their fair share of debate, with heaping portions of demagoguery. You can find an abridged version of the 2nd debate that …
2nd Presidential Debate/Econ. & Financial Issues (Oct. 10) Read More »
Mike and Co., The VP debate last night did not make much news on the economic policy front. Perhaps the most resonant moment of the debate came when Sen. Kaine drew the contrast between HRC’s “you’re hired” vision and Mr. Trump’s “you’re fired” trademark reputation. Kaine also started to scratch the surface on Mr. Trump’s unethical …
Mike & Co. — The legislative machinery necessary to enact a CR — representing as much progress on the FY17 budget as Congress can make and keep the government running after Friday, the last day of FY16 — has been set in motion. Adjournment is imminent. We’ll go over the final CR then. But the week’s …
Mike & Co. — As the candidates refine their policy positions, think tanks, bloggers, journalists, and pundits try to make sense of it all for us. Sometimes there is spin, intentionally and unintentionally, as mistakes or misconceptions get amplified in the media echo chamber. So it matters who is publishing the report or the poll …
Mike & Co. — In a speech before the Economic Club of New York yesterday, Trump laid out a passably detailed economic plan. Some of the speech provides marginally clearer outlines of previously stated tax policy. The rest of it walks back the most egregious and heavily criticized aspects of his las major economic policy address …
Trump Urges Yuge Tax Cuts and New Debt (Sep. 16) Read More »
Mike & Co. – Over the last 48 hours, Donald Trump has elaborated on his immigration policy, noting that while many illegal immigrants would be deported, those not deported would instead pay “back taxes.” While widely reported as a “softening” of his traditional rhetoric, these new details raise serious questions about how tax delinquency could be used as a legal …
Alt-Right/Trump and Immigration: the Price of Protection (Aug. 25) Read More »
