Neel Kashkari, the president of the Federal Reserve Bank of Minneapolis, says that politics never comes up in Fed meetings. Prior to that, Ian Shepherdson, Pantheon Macroeconomics' chief economist, says fiscal stimulus is the wrong thing at the wrong time. Then, Ajay Rajadhyaksha, Barclays' head of macro research, says under a Donald Trump economy, economic drag from trade barriers should be more than offset by economic stimulus. Finally, Sam Stovall, S&P's head of U.S. equity strategy, says returns average 15 percent in years of a GOP government.

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