Morgan Stanley: A Good Economy Does Not Guarantee Trump’s Re-Election
“We have no precedent for an incumbent with a good economy but weak poll numbers”.
“We have no precedent for an incumbent with a good economy but weak poll numbers”.
“Passive investment flows could contract for a quarter as investors realize that these funds could lose money”.
“Improvement” may be such a relative term right now as to be nearly meaningless.Â
2020 represents a unique challenge thanks to Trump’s public criticism of monetary policy.Â
“The 1981-2016 era of unchecked flow of goods, people and capital is coming to an end”…
Obviously, the risk here is that stocks have it wrong.
“We’re supposed to be feeding the world, and we can’t even put food on our own table”.
In these ebullient times, let us not forget the proverbial reason for the season.
“CONGRATULATIONS AMERICA!”
More “goodwill”.
“Our relationship is one that cannot be made distant”.
Here are some notables that may fly under the radar.
“…equities soon needed yields to rise to be able to do the same”.
And yet, it doesn’t have to end now.
“Pay close attention to and attach importance to China’s concerns”.
“Current market conditions made it imperative that we act now”.
“Well first of all, it’s great to be here with you”…
Just another day in geopolitical hell.
“Our policy machinery is going full speed ahead”.
This may add to the positive trade vibes.
“The president is not foolish, he’s very smart”.
But, you know what they say about the “best laid plans of mice and men”…
A surreal spectacle, but one befitting of the man.
“This is a delicate situation”.
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