SII INFRASTRUCTURE: MATASII PORTFOLIO IS NOW LONG ONLY MEXICO WALL CONTRACTORS

 

MATASII INFRASTRUCTURE IS FOCUSED ONLY ON MEXICAN WALL SUPPLIERS IN THE SHORT TERM!

WHY?

For Trump's wallMexico is out! Government shutdown is in!

CNN-Aug 23, 2017
Now, instead of threatening MexicoTrump is threatening a government shutdown if Congress doesn't make US taxpayers open their coffers to ...
Feds on Trump's shutdown threat: 'It's blackmail'
WatertownDailyTimes.com-Aug 25, 2017
Trump to Congress: Fund Mexico wall or I'll shut govt
International-Mirage News-Aug 23, 2017

READ THE FOLLOWING:

STATE & LOCAL INFRASTRUCTURE SPENDING DOWN ~20% – AWAITING TRUMP’S PLAN

08-24-17-MACRO-US-PUBLIC-SII-Infrastructure-State-Local Down 20%-1
STATE & LOCAL INFRASTRUCTURE SPENDING DOWN ~20% - AWAITING TRUMP'S PLAN KEY MESSAGES: The administration has produced few details on the future of federal infrastructure funding, State and municipal governments have issued fewer bonds to improve roads, water systems and other projects so far in 2017, Through July, new municipal deals to fund transportation, utilities […]

TRUMP’S INFRASTRUCTURE PLAN: EXPECT MORE DELAYS

08-23-17-MACRO-US-PUBLIC POLICY-Trump Infrastructure-1
TRUMP'S INFRASTRUCTURE PLAN: EXPECT MORE DELAYS KEY MESSAGES: Chances of an Infrastructure Bill before YE are slim as Debt Ceiling, Budget and Tax Reform will take priority, Democrats and many Republicans are skeptical that Trump can reach his goal of generating $1 trillion in infrastructure spending over 10 years if he relies on tax incentives […]

MORGAN STANLEY WARNS OF “THREE-HEADED” US POLICY MONSTER LET LOOSE IN SEPTEMBER

08-23-17-MACRO-US-PUBLIC POLICY-Three Headed Spetember Monster-1
MORGAN STANLEY WARNS OF "THREE-HEADED" US POLICY MONSTER LET LOOSE IN SEPTEMBER  -- SOURCE: 08-20-17 Morgan Stanley via ZH -  "Morgan Stanley: Here Comes "The Three-Headed Policy Monster" -- One month ago, Morgan Stanley's chief cross-asset strategist looked at the current state of the market  "The S&P 500, Russell 2000 and NASDAQ have hit all-time highs. […]