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Choppiness is likely to be a continuing theme the next four years.

The White House confirmed an announcement is set for tomorrow. One caveat: an announcement does not necessarily mean "implementation." It mat take another month for implementation to occur.

Trump's pro-growth agenda was greeted with enthusiasm by markets this week. However, absent was any meaningful detail on the tariff front.

Prepare for an eventful four years.

Medium to longer-term this bodes well for markets. Shorter-term, lowered rate cut expectations have seen markets recalibrate.

Top level thoughts as a good year for the markets comes to a close.

It just might be.

... and some quick thoughts on the proposed tariffs against Canada and Mexico.

Much depends upon the specifics, but here is a considered take on what impacts may be in store.