president donald trump open door tuesday broad overhaul u.s. immigration system vow pursue massive tax relief middle class speech congress seek rebound chaotic start presidency trump say open broad overhaul u.s. immigration system shift hardline campaign rhetoric emphasize desire focus problems home boost u.s. economy tax reform trillion infrastructure effort overhaul president barack obama signature healthcare law know obamacare brian reynolds chief market strategist new albion partner new york speech show soft side president think media let investors know would case surprise market front speech lack specifics relate financial market think surprise surprise financial specifics likely equity investors focus many theme pass congress give late get legislative calendar skepticism likelihood policy enactment may create brief pullback stock point nothing speech president agenda likely alter behavior corporate bond investors drive equity bull market eight years via debt-fueled buybacks buy strong 18 billion new corporate bond tuesday advance speech likely back work wednesday put cash flow work believe flow likely keep stock market pullback brief shallow bucky hellwig senior vice president bb wealth management birmingham alabama speech summary trump policies stock could move high tomorrow nothing change stock investors still expect infrastructure build tax regulatory relief change affordable care timetable clarify republican constituents may pressure congress step pace move trump agenda forward specifics pressure drug margins completion across state line healthcare organizations military expenditures increase nothing new feed policy get attention week next manufacture pmi tomorrow employment report next friday march 10 watch yellen speak friday feed fund futures show high probability increase fomc march 15 meet j.j. feldman portfolio manager miracle mile advisors la nothing really new say good speech unite divisive market perspective status quo probably venue new detail tax reform come soon go disappointment sure juan perez senior currency strategist tempus consult washington trump say lot things positive financial market spend huge amount infrastructure overall real surprise pronouncements hear however expect market gain speech would subdue continue tone protectionism statements anytime attack trade deal trump market get nervous paul christopher head global market strategist well fargo investment institute st. louis mo impress though least relieve like inauguration speech challenge gauntlet throw opposition countries speech balance presidential-sounding even state union address sound lot like specific especially could prioritize different things talk policies go expensive trillion dollars infrastructure 100 billion year extra defense spend budget may room talk go fund also talk tax reform expect would give congress march order term want hardly say anything tax reform talk affordable care act talk directives go repeal replace repeal replace late say want continuity moderate republicans convince conservative republicans priority may even difficult pass aca repeal budget bill effective reach side effective time able connect items example connect education way break cycle poverty morph transition violent crime cut effective point effective transition enough detail investors certainly market chop around speak big market mover still wait detail think go see much change reason sell throw water agenda simply clarify any think market go positive market continue see good-for-business president pragmatic come business term get grand visions do think market give much importance speak cost cut immediately resonate everyone wall street easy stuff low hang fruit really hard grow revenues really easy cut cost much fat regulate easy stuff say enough speech resonate well think people probably look meat bone definitely cover everything laundry list lot detail tax reform something everybody want repatriation money abroad something ever want take care take care dicey things like obamacare immigration omer esiner chief market analyst commonwealth foreign exchange washington dc trump mention historic treaties nato specifically reassure ally globally sense probably reassure global financial market well speech still probably light actual detail fiscal side things get mention trillion dollar infrastructure spend package think early necessarily hang hat number largely absent major focus tax side things term overall detail fiscal side equation probably pretty light think despite level market might reassure less balance tone speech much presidential previous speeches commentary get president paul nolte portfolio manager kingsview asset management chicago devil go detail think see futures move terribly much market still show go go work pay go take probably couple weeks couple months get lay out everybody look detail still wait think expectations right really high way around go process go wait see develop steve massocca senior vice president wedbush securities san francisco think go pretty well certainly land mine explosions investor perspective new information surprise good bad perspective money go tomorrow see learn new different ... burnish image positive pro business president good thing randy frederick vice president trade derivatives charles schwab austin texas pretty much say anything say market reason react overly positively overly negatively ... would market like detail sure think expect them anything market might move moderately high tomorrow pull back moderately today uptick volatility today preparation potential downside move ... little bite hedge go event could move market key focus wednesday personal consumption expenditures key inflationary measure u.s. federal reserve watch frederick say brian jacobsen chief portfolio strategist well fargo fund management menomonee fall wisconsin surprisingly detail replace obamacare likely congress able take shortly part 2017 budget quickly pivot 2018 budget deal tax reform plan much less develop time tax jacobsen say every deduction credit would need eliminate low tax rat budget-neutral way strong defenders deductions credit get watch wait see special interest president trump take on tim ghriskey chief investment officer solaris group bedford hill new york seem somewhat kind gentle trump attack individuals like often do remain pro-growth agenda market like hear anything new would make necessarily move ahead except stick gun make agenda items happen stock u.s. stock futures strong start trump address major indices 0.3 percent high ease gain speak 500 e-mini futures last 0.2 percent bond u.s. treasury futures tyv1 dip slightly ahead speech last 0.4 percent forex dollar erase early gain asia market jittery trump speech short detail economic stimulus dollar/yen ease around 112.80 yen jpy= day high 113.375 yen hit early hop federal reserve may raise interest rat month trump promise tax relief immigration overhaul congress address