global economy: stay positive!
TRANSCRIPT
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Global Economy
Stay Positive!
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Problems and Solutions
US & Intl Economic Situation
2016 Outcome & Implications
Brexit: vote, outcome, adventure
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25%
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2.9%0.3%6.7%
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Global GDP Q3 2016
Japan economy grows faster than expected
HK's Q3 economic momentum cools on China slowdown
Malaysia surprises with 4.3 pct growth, rgt tanks
Indonesia Q3 GDP growth hit by govt spending cut SKorea Q3 GDP grows 0.7 pct, undercut by setbacks
Singapore GDP unexpectedly shrinks
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4.9%9.6%4.0%
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1.5%0.5%1.8%
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$11T<0%Quiz Time!
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Fed solution summary
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Policy solutions for growth
Free Trade=lower tariffs
Reg. Relief=reduced costs
Tax reform=capital formation w/incentives
Infrastructure=efficiency
Energy Production
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His econ & tax planCut Corp Tax to 15%
Limit Pass Thru 15%1x 10% Repat Tax
Ag TPP and NAFTAImpose tariffs on imported goods
Big Drop in Interest Deductibility
New $500B infrastructure
Full expensing!
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100 day reg & energy plan
Save coal industry, Pass Keystone, Lift moratorium for energy on Fed. lands
Cancel Paris Climate AgreementClimate Action Plan,
WOTUS
Rescind and Reform:?Repeal and Replace ACA?
Dodd-Frank Obama executive actions
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Trump plans help/hurt
Help: big tech & big pharma
Hurt: healthcare
Help: industrials & manufacturers
Hurt: free trade
Help: energy production
Help: transportation/engineering
Help: financial sector
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“Either Obamacare will be amended, or repealed and replaced,” Mr. Trump said.
WSJ
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Trump 2017 Plans
biz tax cutsreduce regs
full expensingagainst free trade big hydro carbon
big infraenforce immigration
ACA reform
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What is the hope?
Trump is a “businessman”
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1,200 Advice & Consent jobs
SCOTUSCabinet
HHSCMSDOL
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Govt. solution summary
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Most expensive breakup since?
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Polls
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GBPUSD 20%
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PM Theresa May
"There will be no unnecessary delays in invoking Article 50. We will invoke it when we are ready. And we will be ready soon. We will invoke Article 50 no
later than the end of March next year. It is not up to the House of Commons to invoke Article 50, and it is
not up to the House of Lords. It is up to the government to trigger Article 50 and the government
alone.”
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Brexit Takeaway
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Future Growth Solutions
AI, Big Data, Analytics
Tech challenges
Millenials: visual, social, digital
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Tech challenges
… tech startups don’t care about regulations.
They want to get a group
of clients and thenfigure it out later.
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Big challenge, big opportunity
Digital natives, distrust of big, community focused
Giving them HOPE
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Final Thoughts…