Hassett: Trade policy uncertainty will be resolved in early April

That sounds like a pretty big hint that the fentanyl issue will be ‘solved’ by then.

• Be wary of recession talk, expect Q1 to squeak into positive territory
• Trump trade policy is starting to have intended effect of bringing manufacturing and jobs to the US
• Many reasons to be bullish about US economy despite ‘some blips’
• Highlights the decline in the 10-year yield

Hassett has been dropping hints that the tariffs on Canada and Mexico will be resolved. Meanwhile, I’m not sure highlighting falling yields while S&P 500 futures are down another 1.4% is the win he thinks.

This article was written by Adam Button at www.forexlive.com.