kudlow 3-31-18 Redemption: Easter & Passover
MAR 31, 2018
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Redemption: Easter & Passover

MAGA: US econ growing------ RGDP, cap-ex, job openings, unemployment claims, supply-side policies

Next big thing? Growth message. Infrastructure, trade, immigration, Wall, N Korea, tough trade/free trade, Korus

Trump v. Amazon

Stock outlook: profits strong, cautious Fed, trade obstacle, FANG

John Bolton

Is there too much budget spending? Impoundment? Filibuster?
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