Evercore's Haines Wonders If Trump Can Push Tax Reform

The video discusses key market influences such as the Comey hearing, jobs report, and Dodd Frank legislation, focusing on their impact on tax reform. It analyzes the World Bank report, which excludes tax reform and infrastructure spending, suggesting uncertainty about their implementation. The discussion also covers the potential for future interest rate hikes, with a focus on the economic outlook and the Fed's plans.

What are the main events affecting the markets as discussed in the first section?

• The World Bank report and infrastructure spending

• Affordable Care Act and healthcare reforms

• Multiple rate hikes and economic growth

• The Comey hearing, jobs report, and Dodd-Frank legislation

What is the primary concern for the Trump administration according to the first section?

• Repealing the Affordable Care Act

• Pushing through tax reform

• Increasing infrastructure spending

• Reducing unemployment rates

Why did the World Bank report not include tax reform or infrastructure spending?

• They were considered too complex to analyze

• They were not relevant to the report's focus

• They believe these reforms are unlikely to happen

• They were already included in previous reports

What might affect the legislative agenda according to the second section?

• The outcome of the Comey hearing

• The success of Affordable Care Act reform

• The results of the jobs report

• The implementation of Dodd-Frank legislation

What is the likelihood of a September rate hike as discussed in the third section?

• Between 30% and 50%

• Exactly 30%

• Less than 30%

• More than 50%