Join institutional investors, analysts and strategists from the world's largest banks: Subscribe today
Already have an account? log in
So What Happens Next? Global Risk Sentiment Could Be ‘Fragile’
So what happens next? Whither risk assets in the week ahead? Who knows! That's the fun of it, right?!
There's no goddamn telling how things will play out over the next several trading sessions because over the holiday weekend, the President of the United States literally accused one of the most important companies in America of defrauding the Post Office, said one of the nation's most important newspapers should be forced to register as a lobbyist, and threatened to end NAFTA because apparentl
My take is that the market is starting to numb to his antics. Essentially turning him off, until something actually happens. If half the shit he said he was going to do he actually did I think we’d already be in a bear market. But he has a GOP that is very much pro Dow 30 at any rate, so it’s likely his antics become less impactful as the market realizes he simply wants attention and is increasingly becoming a lame duck President. Like a spoiled boy in a schoolyard who can’t stand the attention going anywhere but right around him…..