Here Are The 5 Most Important Questions In US Politics
Are you confused about the political outlook in Washington? Yeah? Well, that’s ok because believe
Are you confused about the political outlook in Washington? Yeah? Well, that’s ok because believe
“Equity markets are priced for too much hope, high yield bond markets for too much growth, and all asset prices elevated to artificial levels that only a model driven, historically biased investor would believe could lead to returns resembling the past six years, or the decades predating Lehman.”
“Mr President, you use a language which is more abrasive than many of your predecessors . . .”… I would say. I hope so.
“Is this GOP Congress an opposition party or a governing party?”
Courtesy of a guy who no one except Donald Trump takes seriously…
“According to research from the Peterson Institute, under a full trade war, the US economy would be pushed into a recession over the next 2 years and the unemployment rate would push above 8%.”
“At the same time, tariffs would weigh on US growth. If we assume that Mexico and China retaliate with equivalent tariffs, this would substantially reduce demand for US exports, depressing US GDP by around 0.7pp by 2019. In fact, tariffs would likely hit US GDP so sharply that the Federal Reserve would be prompted to reduce interest rates to cushion the blow—despite an increase in inflation.”
“Phenomenal.” Just one word. That’s all Donald Trump thinks you need to know about his
As you probably know, Donald Trump is going to address Congress on Tuesday and as
Ok so it’s Thursday morning and everyone has generally come around to what I said
If you have multinational US corporate behemoths in your portfolio, you’re probably acutely aware of
First on Trump’s FX hit list: Switzerland?
Analysts are now forced to take Trump’s tweets into account when commenting on the prospects for specific stocks. That, in turn, has led to the contention that idiosyncratic risk will almost invariably rise during Trump’s presidency. It’s thus very possible that Donald Trump could single-handedly bring about a shift in inter-market correlations.
The Ringling Bros. may have pulled up the stakes for good, but the circus is in town today in Washington, complete with all of the usual attractions including an orange elephant, who at 12 noon will “trump”et to an awestruck crowd.
“Investors appear to be struggling to reconcile the policies of President-Elect Donald Trump with those of candidate Donald Trump”…
Ok, so sterling had its best day since 2008 on Tuesday. It was as if
So just what kind of hit are we talking about for sterling due to May’s speech,
You can argue for protectionism and against progressivism and multiculturalism all you want, but what you can’t do is stop the market from rendering its own judgement.
Beijing is making a concerted effort to present China as the new champion of global governance. To the extent Trump believes he’s undercutting the Chinese, he’s actually creating a kind of power vacuum that Xi Jinping is more than happy to fill.
Since the election, these pages have been awash with commentary suggesting that the incoming Trump
Whatever you do, don’t confuse the “Trump trade” with “trade under Trump.” The “Trump trade” simply
“China’s central government has compiled list of possible retaliatory measures against U.S. companies in event President-elect Donald Trump starts a trade war.”
Whither the yuan…
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
“There are few places to hide for bond investors in this environment”…
In all my many years observing and analyzing markets, I don’t know that I’ve ever
Ok, so let’s just be honest here. Anyone who suggests that the world would be
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