After the failure to overhaul Obamacare, President Donald Trump has moved on to boosting US energy jobs. POTUS also has a meeting with Gary Cohn, head of the National Economic Council, to discuss tax reform. Dodge, however, thinks that Trump's legislative win this year may come from another front.

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Tags:  fed rates,  normalization path,  rate hike,  monetary policy,  fiscal policy,  repeal Obamacare,  tax overhaul,  infrastructure spending,  Donald Trump,  Article 50,  market overhang