How Much Can Buybacks Rise on Tax Cuts? This Estimate Says 70%

  • Dollar amount of buybacks among U.S. stocks may rise to $875B
  • Level of completed buybacks fell to near 2013 low: Birinyi

Mainstay CEO Says U.S. Tax Reform Will Be Good for Stocks

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Donald Trump’s Christmas present to U.S. equity investors will be a big one, if history is any guide.

Share repurchases may jump by more than 70 percent on an annualized basis to $875 billion amid a tax overhaul that encourages the repatriation of profits held abroad, according to an analysis by Bloomberg Intelligence. At least, that was the magnitude of growth in completed buybacks in 2004-2005, the last time the U.S. firms were granted a tax repatriation holiday.