Interesting Links

[PeterR]

This article highlights the sentiment of Japanese CFOs that President Trump is a negative for US economy.

http://asia.nikkei.com/Politics-Econ...-to-US-economy

More than 70% of Japanese chief financial officers consider a Donald Trump presidency a near-term risk to the American economy

This could be one reason of recent US equity and REIT weakness.

I don't agree with this judgement.
Trump's proposed fiscal policies seem way healthier for the US economy than Hillary's policies.

Finally, in the American system, the president's political power position (ex-military) is one of a proposer - not an implementer (that lies with congress and senate).
So the identity of the president does not weight too much.

The Japanese behavior seems to be a case of herd/group-think effect.

IMHO, another reason to look to fade this break in US equities, once the election uncertainty wanes.

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Now that I think about. A similar sentiment might be present with Europe's CFOs (and other Asian, Chinese ones).