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 - Yesterday

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

The internal rivalries that will determine Trump’s policies on trade

The Republican candidate’s first presidential term was marked by infighting in the administration

World - Financial Times - October 31

Emerging markets are having a moment

US interest rate cuts spur reassessment of asset class and bolster its allure

Business - Financial Times - October 18

Trump promise to repeal Biden climate policies could cost US billions, report finds

Trump could stop in its tracks US’s emergence as clean energy superpower and forfeit billions in investment. The United States’s blossoming emergence as a clean energy superpower could be stopped ...

World - The Guardian - 9 hours ago

Can Democrats Win Back Voters From Trump on Trade Policy?

The Biden administration has pursued a big shift in trade policy, but it’s not clear whether that will be enough to win votes.

Business - The New York Times - October 30

Trump could take US trade policy all over the place

Unpredictability and an aggressive nationalistic tone are likely to characterise the former president’s approach if he wins again

World - Financial Times - November 4

Global ETFs slide as investors see Trump tariff policies hurting trade

Exchange-traded funds tracking international stocks broadly struggled as investors reacted to Donald Trump's victory.

Business - CNBC - November 6

Trade, tech, defence: UK braces for policy flashpoints with Trump’s US

Key differences are set to test the transatlantic relationship

World - Financial Times - November 7

Trump asks arch protectionist Lighthizer to run US trade policy

Tariff hawk’s potential reappointment to top economy role likely to alarm trading partners

Business - Financial Times - 6 days ago

Trump’s trade tariffs: how protectionist US policies will hit German carmakers

‘Shifts in production’ expected if baseline tariffs on imported goods are imposed to benefit US auto manufacturing . In 1964 the new US president was angry about European trade. Specifically about ...

World - The Guardian - 5 days ago

Burst of trades inflates Trump’s margin in election prediction markets

Small group of bettors lifts odds of Republican victory to 62 per cent on cryptocurrency-based Polymarket

Business - Financial Times - October 18

‘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 - Yesterday

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 - 3 hours ago

Jim Cramer ascribes market rally to Trump's victory and pro-big business policies

CNBC's Jim Cramer reviewed Wednesday's market action.

Business - CNBC - November 7

Big changes are coming for dollar and emerging markets

If Trump imposes larger tariffs, the renminbi and US currency pegs will come under pressure

World - Financial Times - 2 days ago

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

Investors need clarity on BP policy not boss’s weak promises

Shareholders still do not know if giant will jettison goal to cut oil and gas production by 25% by 2030. There goes another of BP’s shiny targets-cum-ambitions. This one is not related to the pace ...

World - The Guardian - October 29

Not every nail needs hammering with trade policy

There are more efficient ways to mitigate climate change, redistribute income and protect national security

World - Financial Times - November 5

How the Democrats’ worker-centred trade policy failed

Taking dictation from the labour unions brought economic damage for little political gain

World - Financial Times - 3 days ago

How to live in a polarised age

Instead of regretting how populists exploit resentments, liberals need to find out what those resentments are

World - Financial Times - 5 days ago

Can Trump impose tariffs without Congress? It's complicated, experts say.

President-elect Donald Trump claims he can unilaterally impose sweeping tariffs on U.S. imports. The reality is more complicated, according to trade experts.

What would Harris and Trump do in power?

Economy, immigration, abortion and other top issues - here is where the two candidates stand.

Vance emerges as Trump's explainer-in-chief

JD Vance’s willingness to regularly take questions from mainstream news outlets has added an unofficial duty to his role as Donald Trump’s running mate: explainer-in-chief.

Politics - NBC News - October 23

How Resilient Is the Emerging Trump Coalition?

It will be difficult for Democrats to reverse these dynamics.

Top stories - The New York Times - 22 hours ago

‘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

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