The First Quarter: Fundamentals and Confidence Join Forces

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  • The start of the Trump presidency has been marked by good economic data and high confidence, while media coverage has reflected lingering uncertainty
  • Rock solid fundamentals — the strongest quarterly earnings outlook in five years — has provided a sustainable foundation
  • Despite stumbles, the administration’s pro-business posture, exemplified by a focus on deregulation and tax reform, has been reassuring to markets
  • Foreign markets have been robust, as broad global diversification hit its stride

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