The Other Trump Trade That Worries Markets

Robert Lighthizer, who was a huge influence on Donald Trump’s protectionist trade policy, is again a candidate for a top role if the Republican wins next week.

Business - The New York Times - October 31

Trump Promised Policies Complicate Emerging Markets Trade

Jake Schurmeier, portfolio manager at Harbor Capital, said he has trimmed exposure to emerging-market debt, citing the strengthening dollar. “That’s the terror for us,” Schurmeier said.

World - The Wall Street Journal - November 13

Some exult, others worry: Reactions to Trump's victory are mixed on NATO's eastern flank

Conservative lawmakers in the Polish parliament exulted at Donald Trump’s victory

World - ABC News - November 16

Trump Moves Corners of the Stock Market That Have Nothing to Do With the Trump Trade

Healthcare companies and EV names tumbled after Trump made two key policy announcements.

Business - Inc. - November 15

‘Trump Trade’ of Large Tariffs and Deficits Looms as Market Braces for 2024 Election

As investors have focused on the potential fiscal and economic impact of the Republican candidate’s proposals, yields on Treasury debt have risen.

Business - The New York Times - October 25

Bond-market Trump trades suddenly at risk amid tight election race

Bond-market participants scaled back on so-called Trump trades Monday, ahead of a too-close-to-call presidential election.

Business - MarketWatch - November 4

Markets are priced to perfection on the Trump trade. Here's why that could be a problem

Investors have been busy for the past several weeks bidding up prices in anticipation of what Trump will do when he takes office.

Business - CNBC - November 13

Q&A: Experts answered your questions on trade and markets in the Trump era

FT journalists responded to readers’ queries on how the global economy might change under the incoming president

World - Financial Times - November 14

What Trump Trade? The Stock Market Is Back to Pre-Election Levels

The November rally has reversed course with major indexes responding to an uncertain Fed outlook.

Business - Inc. - 5 days ago

Inflation worries seep back into US bond market

Trump election win helps drive up so-called break-evens

Business - Financial Times - November 9

Why ‘Trump trades’ and ‘Harris trades’ could be just regular stock-market bets

Here’s what the S&P 500 sectors are really saying about their presidential election preference.

Business - MarketWatch - November 2

‘Trump trades’ move into overdrive as Dow, dollar and bond yields soar. What’s next for markets.

The question for investors is what happens once the postelection euphoria wears off.

Business - MarketWatch - November 6

'Trump Trade': Election news leads to biggest 1-day stock market gain in 2 years

The “Trump-Trade” was in overdrive Wednesday, making it one for the history books on Wall Street with record finishes for all three major stock indices.

Stock-market bulls rely on 2016 ‘Trump trade’ playbook — but 2024 is very different

Investors relying on the 2016 “Trump trade” playbook ignore a very different 2024 backdrop for the economy and markets at their peril, a strategist warns.

Business - MarketWatch - November 7

Why these ‘Trump trade’ ETF winners are fading — and what it says about the financial markets

The postelection stock-market rally has started to fade as investors fret over how long the honeymoon could last.

Business - MarketWatch - November 15

How worried should stock-market investors be about a ‘lost decade’?

It’s theoretically possible that the stock market will play out a “Roaring ‘20s” scenario for the rest of this decade.

Business - MarketWatch - October 28

Financial market worries over the UK budget appear to ease

Worries about this week’s tax-raising U.K. budget within financial markets appear to have eased with the interest rates charged on British debt steadying and the pound rising against most other ...

World - ABC News - November 1

As the election winds down, worries of 'bond vigilantes' and inflation hit markets

Investors are preparing for a conflicting scenario in the event that Donald Trump prevails in the presidential race.

Business - CNBC - November 5

Cheese sold at Aldi, Market Basket and more recalled due to listeria worries

Cheese processed at plant in Lena, Illinois, may be tainted by bacteria that can cause serious and fatal infections.

Belfast traders 'not worried' about traffic as Christmas market opens

There have been concerns congestion in Belfast might deter shoppers and visitors in the run up to Christmas.

Trade war worries drive euro to two-year low

Single currency has been a victim of a market shift to anticipate Trump’s tariff policies

World - Financial Times - Yesterday

Kellyanne Conway worried about Trump's safety

Republican pundit Kellyanne Conway said her main worry about former President Trump on Election Day is his safety. “My main worry is that President Trump, his family and those around him remain ...

Politics - The Hill - November 5

Trump critics worry he’ll target them for retribution

Trump has talked about getting even with those he says mistreated him, but he has also suggested that his revenge will simply be his success.

Politics - NBC News - November 10

Trump’s Win a Worry for an Already Struggling Wind Industry

Faced with rising costs and thin margins, wind energy developers have lately been reducing their ambitions.

Business - The New York Times - November 12

Trump’s House GOP picks have Republicans worried

House Republican leaders facing another razor-thin majority in the upcoming Congress are hoping President-elect Trump will not tap any more House GOP members for positions in his administration. ...

Politics - The Hill - November 12

BlackRock expands its tokenized money market fund to Polygon and other blockchains

BlackRock launched the USD Institutional Digital Liquidity Fund on Ethereum earlier this year.

Business - CNBC - November 13

The problem with the Trump trade

Speculative hedge funds are placing bets but other investors have been more cautious

World - Financial Times - October 26

The highs and lows of the ‘Trump trade’

US stocks rallied after Donald Trump’s election victory, but inflation fears hang over bonds

World - Financial Times - November 8

How to trade in the Trump era

From bitcoin to navigating the new president’s Tudor court, investors should bear the following in mind

Business - Financial Times - November 15

Will ‘China plus one’ put Vietnam in Trump’s trade crosshairs?

Hanoi could become a victim of its own success after building up a huge trade surplus with the US

World - Financial Times - 5 days ago

Hillary Clinton says she's not worried about Trump retaliation

Former Secretary of State Hillary Clinton said she's not worried about former President Trump retaliating against her if he wins the 2024 presidential election. "No, because I know I haven't done ...

Politics - The Hill - October 25

Many Americans worried about Trump's age, but less than Biden: Survey

A growing number of Americans are worried about former President Trump’s age, but they worry more about President Biden who dropped out of the presidential race in July, according to a new survey ...

Politics - The Hill - October 26

Migrant families worry over possible family separations if Trump wins

With the U.S. just days away from an election that could see former President Trump back in office, some undocumented migrants fear family separations.

Ukraine braces for outcome of US elections: ‘We are worried about Trump’

President Volodymyr Zelenskyy has said he ‘no strategy yet’ if Trump wins – other than an appeal to his vanity. On Ukraine ’s frontline, soldiers hold Russian forces at bay with American weapons ...

World - The Guardian - November 1

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