Gina had the honor of joining host Nahoko Yoshino on CNBC’s “Akatsuki Express”, Japan, to share her assessment of the content of President Trump’s first speech in front of Congress. Gina notes that the President missed the opportunity to discuss the corporate tax reform and the infrastructure spending proposal, which will undeniably will have a significant impact on the markets.
Additionally, Gina cautions that while there is movement in the market, she sees little value at this time. With the first of three potential Federal rate hikes, Gina sees the housing, utility and the emerging market sectors will bear the brunt of the hike(s). While the expectation that the hikes will hurt some, it could be a huge benefactor for bank stocks.
To see the full interview, please click on the link below: