Tag Archives: Trump

The Free Trade Debate: Markets Losing Patience

I bought of very nice pair of denim jeans the other night for $9.00.   When I was in grad school just a few decades ago, I paid $26.00 for a pair of lesser quality.  That is about $62.00 in 2018 … Continue reading

Posted in Economics, Trade War, Uncategorized | Tagged , , , | 2 Comments

Republicans Set For Historical Thumping In Midterms

Updated October 30 @ 1:15 a.m. –   Data correction  Summary President Trump’s Gallup approval rating has collapsed over the past week We have updated our simple single factor model, which now projects the Republicans will lose 53 House seats next … Continue reading

Posted in Politics, President Trump, Uncategorized | Tagged , , | 1 Comment

Browbeating the Fed 2.0

As the market melt and President Trump ramps up his rhetoric on Fed rate hikes, we thought you’d be interested in our July post. By the way,  the geopolitics in the Taiwan strait are growing much hotter since we wrote.  … Continue reading

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All eyes on Trump as world leaders gather for UN General Assembly

After President Donald Trump used last year’s UN General Assembly to outline his ‘’America First’’ policy, many nations are stressing the importance of old alliances and partnerships.… READ MORE : http://www.euronews.com/2018/09/23/al…

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Google: At Least We Had The Zip Code Right

Stunning, though not surprising, to hear the POTUS hammer Google today, ….results on “Trump News” are from National Left-Wing Media, very dangerous. Google & others are suppressing voices of Conservatives and hiding information and news that is good. They are … Continue reading

Posted in Equities, Technology, Uncategorized | Tagged , | Leave a comment

Overhyped Relative Job Creation. Sound Familiar?

Steven Rattner, whom the UAW can thank for leading the auto bailout during the GFC,  presented these graphs today on Morning Joe.   Does the analysis look a little familiar? It should.  We first presented it in our, Deconstructing The … Continue reading

Posted in Employment, Uncategorized | Tagged , , , | 2 Comments

Is Trump Starting To Lean On The Fed Or Setting It Up?

President Trump said in an interview with CNBC’s Joe Kernan this morning he “does not agree”, is not “thrilled” or “happy” with the FOMC’s interest rate hikes.  The full interview and transcripts will be available tomorrow. Click here for excerpt … Continue reading

Posted in Fed, Uncategorized | Tagged , | 10 Comments

The Day “Strategic Ambiguity” Died

The hits just keep on coming. There is a new sheriff in town, the old order is crumbling, and we are afraid the world is going to become much more unstable in the next few years.  Assets markets are incapable … Continue reading

Posted in China, Geopolitical, Trade War, Uncategorized | Tagged , , | 32 Comments

Was Helsinki Trump’s “Jane Fonda” Moment?

It has been over three years since President Trump first launched his successful campaign for the highest office in the land. The then unconventional candidate, and now president: has broken almost every rule in the political playbook; is a walking … Continue reading

Posted in Geopolitical, Politics, Uncategorized | Tagged , , , | 12 Comments

The Week Ahead: Trump’s Euro Trip & US bank results – FT

The FT’s Vanessa Kortekaas highlights the key stories to watch in the week ahead, including US President Donald Trump’s long-awaited visit to the UK, a Nato summit and US banking results.

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