HALISTER1: Trump Administration to Aid Defense-State Bonds: Bank of America

Trump Administration to Aid Defense-State Bonds: Bank of America

(Bloomberg) -- Bank of America Merrill Lynch analysts led by Phil Fischer issued recommendations for municipal-bond investors based on policy proposals advanced by President Donald Trump’s administration.
  • Bank says to be overweight “gun belt” states because proposed increase to defense spending is “generally positive” for military-heavy states like Virginia, California and Texas
  • Also overweight science and technology universities and Treasury-backed pre-refunded munis
  • Underweight local government general-obligations and health- care debt, given impact of Republican plan to replace Obamacare

Alert: HALISTER1
Source: BFW (Bloomberg First Word)

People
Donald Trump (United States of America)
Philip Fischer (Bank of America Corp)

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