Well, it was all aboard the reflation train right out of the gate in early
Category: Trump
Whatever You Do, “Don’t Ignore Him”: One Bank’s Advice On President Trump
“A weaker USD, lower yields, strong equities, low vol and strong EM suggest that markets do not expect US fiscal stimulus this year, but also do not expect trade protection. We strongly disagree”…
This Is How Much A Stronger Dollar Hurts Multinationals
If you have multinational US corporate behemoths in your portfolio, you’re probably acutely aware of
Fitch Blasts Trump: He’s “A Risk To International Economic Conditions”
In a further testament to the impact the resurrection of nationalism will likely have on markets, Fitch was out Friday warning that Trump’s policies could well prove catastrophic for the rest of the world.
“They’re Stealing Our Jobs!”: Populism And False Prophets
What they’re really doing is grabbing power for themselves and taking advantage of “the people” who, thanks to a number of factors, are vulnerable to manipulation. They are false prophets.
Here Are The “Single Most Important Questions” For America’s Banks
“‘There’s nobody better to tell me about Dodd-Frank than Jamie,’ Mr. Trump said, presumably meaning that there was nobody better to help him dismantle Dodd-Frank than Jamie.”
Record Treasury Short Trimmed For Fourth Straight Week, Trump Weighs On Dollar Longs
As you’re probably aware – and if you’re not, you should make yourself aware –
Goldman Says Clients Still Buying This Bulls*t – For Now
Well it’s that time of the week again. That time when Goldman reveals the second, third, and fourth, most asked questions from client meetings. I say “second, third, and fourth” because you damn well know that the “first” question is this…
Maybe Shinzo Abe Isn’t The Right Guy To Be Talking To About Making Stuff “Great Again”
Well, Donald Trump and Japanese PM Shinzo Abe held a joint news conference a couple of
US Stocks Eye Record-er-er Highs As Oil Soars, China Exports Jump, Trump Meets Abe
Friday is all about Trump again. More specifically, FX markets will be closely eyeing a meeting between the President and Japanese PM Shinzo Abe. Meanwhile, oil is buoyant Friday on the back of an IEA report showing OPEC has achieved a record 90% compliance while demand is on the rise.
Let’s “Get Out Of Dodge” On A Good Note Before The Weekend
It’s a mad, mad world, but trade in it we must. There’s lots to be
Thursday Night Humor: “I Did It My Way”
Donald Trump does things “his way.” Well, except for when the judiciary does really annoying separation-of-power-ish things.
Analyzing Yen-Sanity Ahead Of Friday’s Trump/Abe Pow-wow
Watch USDJPY. I say it all the time. There is perhaps no better real time
Full, “Bigly” Algo Retard
Big league…
A Subtle Reminder, Attorney General Edition
But what does she know, right?
Hours After Call With Erdogan, Trump Wakes Up, Says Will “Never Have Security” If Judicial Branch Independent
Some friendly advice, from one autocrat to another…
Trump Wakes Up, Calls Everyone “Haters”, Reminds Us He Doesn’t Know Putin, Goes Back To Sleep
Good morning, this is your President and this is my morning rant. First of all,
Daily Kickstart (Chinese FX Reserves Fall Below $3 Trillion, Euro On The Back Foot, Senate Weighs Risk Of School Grizzly Attacks)
The “big” news overnight should have been Chinese FX reserves just like China should be back
Monday Humor (Trump Banned From UK Parliament)
“Racism” and “sexism” not welcome…
Goldman: Trump Accidentally “Reduces The American Economy’s Speed Limit”
When you go out and you do something that everyone tells you is, if not completely crazy, at least ill-advised, the least you can do is make yourself aware of the likely consequences.
This Really Isn’t All That Complicated, Just Look…
But really, I don’t see why everyone says it’s a complex process. I mean just look how simple it seems on paper…
Buy Your Rolex Now
First on Trump’s FX hit list: Switzerland?
Trump Wakes Up, Congratulates Patriots, Calls All Polls Fake, Says No Separation Of Powers, Goes Back To Sleep
“Any negative polls are fake news.”
Goldman Explains Why The Trump Trade Is Fading
As Goldman noted last week, “following the election, the positive shift in sentiment among investors,
Monday Trader Humor: “Let’s Assume Trump Is Guided By A Coherent View”
With the recent sputtering of the bullish-dollar reflation trade, perhaps it’s time to pay a bit more attention to what the president and his advisers are saying about currencies.”
Trump Instructs Followers To “Blame Federal Judge” For Future Terrorist Attacks
The most dangerous part of this is that millions upon millions of people in America would invariably do just as Trump says should a tragedy befall the US…
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