You hit the nail on the head. #Trump is a complete wild card. I would not be surpriused if his instability causes market turmoil or even wars. On the other hand, he could surprise us all and make some amazing progress (if he can keep his ego in check and his mouth/tweets filtered). It will certainly be an interesting year, but one also filled with uncertainty and anxiety.
Most people I talk to fear #Trump's instability. He has not helped himself with his relentless tweets as his enemy list seems to grow almost daily. What issues I agree with him about are on the back burner. His economics is reckless at best.
I expect #Trump to be as soft on banks as Hillary given his newfound ties with Goldman and his lack of care about his campaign promises to be tough on them including his reversal in reinstating Glass-Stegall which is America's best hope of preventing a downturn like the last one.
Seems like #Trump wants much higher rates, hoping that this would cause the long rates to go up. If that happened, maybe he wants another housing bubble, with teaser rates. That would not be a solid foundation for recovery, but would end up being, like the last housing crash, a con on the middle class. The Fed could step in to prop up prices unlike last decade. But then that would be a massive tax on renters. Hard to please all the people all the time. But a bubble in real estate is hardly sustainable. The millennials will be sensitive to that bubble and may not want to play that musical chair game.
If Trump thinks that saddling the middle class with more debt would be an economic victory he is a predator not unlike George W. Bush and Bill Clinton. They allowed easy money toxic loans. Is that what Trump calls recovery? He will be same ole as the other globalist tools.
Great charts, must read. Considering people already knew Donald #Trump had won, this slowing of non gasoline retail growth certainly doesn't justify a lot of Wall Street exuberance.
Don't call it a #Trump rally. It is not and until he takes office no bounce is his doing. We shall see what happens the week after next and on. I feel the politicization of stock market reporting is tragically deceiving a lot of people. As we can see with these charts the movement is not that unusual and is a continuation of the recent rally before Trump.
Enjoy it before rates go up, inflation rears its head, and the Fed cuts its support. The result of this will mostly be non Trump related as well, however, he can make it worse by precipitating a global trade war.
The real issue is the market recent rise is based on people cashing in their last chips before #Trump not the hopes of Trump. So far I agree that the International market is in turmoil over him. However, there is some hope of him massively increasing the deficit against Republican fiscal conservatives and rolling back regulations and taxes on business. It is doubtful that this will counter the worsening global market and the Fed who will raise rates in response to higher inflation if Trump starts a trade war.
There are lots of hopes and expectations but also lots of trouble, the main one being the Federal Reserve's unsustainable #bubble.
I agree, #Trump doesn't respect that fact and tends to be rather bull headed about getting his way. Could spell trouble for his working relationship with the #Fed.
Author asks a good question: Will #Trump and the #Fed play nice? I don't believe they will. While #InterestRates should be at the top of the ceiling, there is a ceiling which if breached will contract the deals and loans made, and ultimately contract the economy. I don't think Trump and his team really respect this fact.
This article is a helpful resource. However, you say: "#Russia will continue to play spoiler and peacemaker in the Middle East." I am not sure when a peacemaker can be labeled a spoiler. We spoiled the middle east with regime change. We are the spoiler and Russia is the peacemaker. While not being a fan of #Trump as a man, I think he is correct on this issue. Regime change has put women and children, innocent victims, in harms way throughout the middle east. I think it is bad policy, and has created refugees, and helped motivate #BREXIT, although having your own currency may be the best way to go for the UK and for any nation for that matter. The idea of regime change and the resulting refugees may fuel the end of the Eurozone itself! I don't think that was the intent of the planners of this policy.
#Trump will rue the day he decides to take on the world on trade issues. With over 100 countries individually running a trade surplus with the US, it will be impossible for the Administration to have any meaningful turnaround in the US current account. Lots of bluster with no real impact.
Nice article @[Secular Investor](user:5718), but I think it's more simple than you realize. I believe it's a combination of both factors. Yes, #Obama is trying to deflect attention, but I think his lashing out is also his way of throwing a tantrum. His chosen successor, who would have ensured his legacy, lost. #Trump, who has promised to dismantle nearly everything #Obama has done, won. Obama is understandably angry and frustrating. But as a result he's being petty and putting America's best interests at risk...
It's the same with how Obama was behind the recent resolution to condemn #Israel at the UN. It was just a petty parting shot at #Bibi whom Obama has made clear he can't stand.
My concern is that #Trump's plan calls for a trickle down plan where businesses and the rich will get big tax breaks and that will trickle down to everyone else. But I believe history has shown that this doesn't work since they just horde the savings for themselves.
Off To An Interesting Start
You hit the nail on the head. #Trump is a complete wild card. I would not be surpriused if his instability causes market turmoil or even wars. On the other hand, he could surprise us all and make some amazing progress (if he can keep his ego in check and his mouth/tweets filtered). It will certainly be an interesting year, but one also filled with uncertainty and anxiety.
Off To An Interesting Start
Most people I talk to fear #Trump's instability. He has not helped himself with his relentless tweets as his enemy list seems to grow almost daily. What issues I agree with him about are on the back burner. His economics is reckless at best.
How Trump Could Save Deutsche Bank And The European Financial Sector
I expect #Trump to be as soft on banks as Hillary given his newfound ties with Goldman and his lack of care about his campaign promises to be tough on them including his reversal in reinstating Glass-Stegall which is America's best hope of preventing a downturn like the last one.
Will The US Property Markets Emerge From The Current State Of Flux Stronger?
Seems like #Trump wants much higher rates, hoping that this would cause the long rates to go up. If that happened, maybe he wants another housing bubble, with teaser rates. That would not be a solid foundation for recovery, but would end up being, like the last housing crash, a con on the middle class. The Fed could step in to prop up prices unlike last decade. But then that would be a massive tax on renters. Hard to please all the people all the time. But a bubble in real estate is hardly sustainable. The millennials will be sensitive to that bubble and may not want to play that musical chair game.
If Trump thinks that saddling the middle class with more debt would be an economic victory he is a predator not unlike George W. Bush and Bill Clinton. They allowed easy money toxic loans. Is that what Trump calls recovery? He will be same ole as the other globalist tools.
Retail Sales Redistribution, Not Recovery
Great charts, must read. Considering people already knew Donald #Trump had won, this slowing of non gasoline retail growth certainly doesn't justify a lot of Wall Street exuberance.
S&P 500 Snapshot: The Trump Rally Appears To Be Stalled
Don't call it a #Trump rally. It is not and until he takes office no bounce is his doing. We shall see what happens the week after next and on. I feel the politicization of stock market reporting is tragically deceiving a lot of people. As we can see with these charts the movement is not that unusual and is a continuation of the recent rally before Trump.
Enjoy it before rates go up, inflation rears its head, and the Fed cuts its support. The result of this will mostly be non Trump related as well, however, he can make it worse by precipitating a global trade war.
Check Out This Bubble
The real issue is the market recent rise is based on people cashing in their last chips before #Trump not the hopes of Trump. So far I agree that the International market is in turmoil over him. However, there is some hope of him massively increasing the deficit against Republican fiscal conservatives and rolling back regulations and taxes on business. It is doubtful that this will counter the worsening global market and the Fed who will raise rates in response to higher inflation if Trump starts a trade war.
There are lots of hopes and expectations but also lots of trouble, the main one being the Federal Reserve's unsustainable #bubble.
What Wall Street And Capitol Hill Could Have In Store For 2017
I agree, #Trump doesn't respect that fact and tends to be rather bull headed about getting his way. Could spell trouble for his working relationship with the #Fed.
What Wall Street And Capitol Hill Could Have In Store For 2017
Author asks a good question: Will #Trump and the #Fed play nice? I don't believe they will. While #InterestRates should be at the top of the ceiling, there is a ceiling which if breached will contract the deals and loans made, and ultimately contract the economy. I don't think Trump and his team really respect this fact.
2017 Annual Forecast
This article is a helpful resource. However, you say: "#Russia will continue to play spoiler and peacemaker in the Middle East." I am not sure when a peacemaker can be labeled a spoiler. We spoiled the middle east with regime change. We are the spoiler and Russia is the peacemaker. While not being a fan of #Trump as a man, I think he is correct on this issue. Regime change has put women and children, innocent victims, in harms way throughout the middle east. I think it is bad policy, and has created refugees, and helped motivate #BREXIT, although having your own currency may be the best way to go for the UK and for any nation for that matter. The idea of regime change and the resulting refugees may fuel the end of the Eurozone itself! I don't think that was the intent of the planners of this policy.
Trump May Shrink Shipping And Air Shipping Capacity Utilization
#Trump will rue the day he decides to take on the world on trade issues. With over 100 countries individually running a trade surplus with the US, it will be impossible for the Administration to have any meaningful turnaround in the US current account. Lots of bluster with no real impact.
Energy Stocks Will Be Very Bullish In 2017 If This Happens
I think having #Trump in the White House will only continue to boost #EnergyStocks and #Oil.
Today’s New Normal World – The Challenge Of The 100-Year Life
Yes, politician or not #Trump still utilizes much of the same old tricks.
Obama Is Still Blaming Gold-Hoarding Russia
Nice article @[Secular Investor](user:5718), but I think it's more simple than you realize. I believe it's a combination of both factors. Yes, #Obama is trying to deflect attention, but I think his lashing out is also his way of throwing a tantrum. His chosen successor, who would have ensured his legacy, lost. #Trump, who has promised to dismantle nearly everything #Obama has done, won. Obama is understandably angry and frustrating. But as a result he's being petty and putting America's best interests at risk...
It's the same with how Obama was behind the recent resolution to condemn #Israel at the UN. It was just a petty parting shot at #Bibi whom Obama has made clear he can't stand.
Donald Trump Cannot Increase Aggregate Demand
My concern is that #Trump's plan calls for a trickle down plan where businesses and the rich will get big tax breaks and that will trickle down to everyone else. But I believe history has shown that this doesn't work since they just horde the savings for themselves.
Daimler: Discounted Auto Stock with a 5% Dividend Yield
$GM and $F are going to suffer huge losses if #Trump continues to take #China on as an adversary! Let's not forget #Mexico either!