Does Political Noise Matter to the Markets?

The video discusses the limited impact of politics on markets due to a split Congress, highlighting past events like tax reform. It examines Trump's legislative challenges and market reactions, noting Pelosi's influence. Economic predictions post-election are analyzed, with some economists wrongly predicting a recession. The video also explores business outlooks, showing robust hiring expectations but a decline in capital expenditure outlooks.

What is the significance of a split Congress on passing new legislation?

How did the tax reform impact equity markets two years ago?

What were the expectations for the economy following the president's election victory?

How do small business CEO surveys reflect hiring expectations?

What changes occurred in the business outlook one year ahead after the Trump election?