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Entries Tagged as 'Trump'

Market Relief: Trump Turns Out To Be A Mainstream Republican

April 14th, 2017 · Comments Off on Market Relief: Trump Turns Out To Be A Mainstream Republican

While we still await details and legislative proposals of the big Trump reflation, markets do have something to celebrate from the White House. There is increasing data subscribing the view that, while perhaps not in rhetoric, Trump’s policies are fairly mainstream Republican policies. Most notable seems the gradual shift away from protectionism and hard money. […]

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Tags: The Markets · Trump

Shares Expect Too Much From A Trump Reflation Already

March 11th, 2017 · Comments Off on Shares Expect Too Much From A Trump Reflation Already

The Trump reflation package is liable to disappoint in terms of reviving business investment and growth. It is also liable to create a hole in public finances, and likely remedies like a border tax could hobble growth more. Equity markets seem oblivious to this, which might continue for a while but reality has a habit […]

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Tags: The Markets · Trump

Trade The Trump Popularity Index

March 11th, 2017 · Comments Off on Trade The Trump Popularity Index

There seem to be two Trump’s, one that’s good for markets and one that’s bad for markets. Investors find it difficult to make sense of this which is adding to a sense of uncertainty and wildly different assessments. There are a few ways to trade this though. Trade The Trump Popularity Index | Seeking Alpha

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Tags: The Markets · Trade · Trump

The Trump Administration’s Trade Philosophy Is A Threat To Stocks

March 1st, 2017 · Comments Off on The Trump Administration’s Trade Philosophy Is A Threat To Stocks

Capitalism is creative destruction, international trade isn’t any different. Singling it out as the one cause of destruction doesn’t make sense. It is also factually incorrect, trade isn’t responsible for the bulk of US manufacturing job losses. Focusing on trade, with a deeply flawed underlying logic, risks undermining the global economic order and achieving the […]

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Tags: Public Policy · Trump

Trump Versus The Dollar, Round 2

February 18th, 2017 · Comments Off on Trump Versus The Dollar, Round 2

President Trump has argued that the dollar is too strong, and he does have a point. A strong dollar is bad for US exports and corporate earnings, but there are also other ramifications. The problem is, there doesn’t seem to be much he can do about it. Trump Versus The Dollar, Round 2

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Tags: currencies · Trump