US earnings reports of S&P 500 companies show that Donald Trump and his policies are looming large. Based on calculations by Fact set,
- Out of 317 companies that reported earnings so far for the fourth quarter, 165 of them or 52 percent have used either Trump or administration in their earnings report.
- Among these reports from these 165 companies, tax policy was either mentioned or discussed the most.
- Tax policy was discussed by 85 companies. Regulations were discussed by 63 of them. Trade policy was discussed by 58 companies. Other policies include Health Care (25 companies), Stimulus/infrastructure (23 companies), Defense (11 companies), Energy (10 companies), and immigration (6 companies)
The major change in approach from the government under Trump administration is being considered as the biggest risk or opportunity for 2017 and beyond. President Trump has recently said that within two to three weeks, he is going to announce phenomenal tax changes, which has kept the S&P 500 buoyant.


Gold Prices Fall Amid Rate Jitters; Copper Steady as China Stimulus Eyed
Oil Prices Slip as U.S.-Iran Talks Ease Middle East Tensions
Australian Household Spending Dips in December as RBA Tightens Policy
U.S. Stock Futures Rise as Markets Brace for Jobs and Inflation Data
Asian Markets Surge as Japan Election, Fed Rate Cut Bets, and Tech Rally Lift Global Sentiment
Nikkei 225 Hits Record High Above 56,000 After Japan Election Boosts Market Confidence
Dollar Near Two-Week High as Stock Rout, AI Concerns and Global Events Drive Market Volatility
Vietnam’s Trade Surplus With US Jumps as Exports Surge and China Imports Hit Record
Asian Stocks Slip as Tech Rout Deepens, Japan Steadies Ahead of Election
Gold and Silver Prices Slide as Dollar Strength and Easing Tensions Weigh on Metals




