Trump Trade - QuikReader

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 - 6 days ago

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 - 3 days ago

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

Dollar weakens as investors rein in bets on Trump victory

Markets move after poll shows unexpected groundswell of support for Kamala Harris ahead of Tuesday’s election

Business - Financial Times - November 4

Bitcoin, dollar and Tesla jump as investors pile into ‘Trump trades’

Markets expect US president-elect to take light-touch approach to regulation

Business - Financial Times - November 11

Trump Claims Victory: What It Means for Global Markets

Investors poured into stocks, crypto, and meme tokens overnight to position for a second Trump White House.

Business - Inc. - November 6

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

FT Alphaville’s fave Trump trade is puking

The most amusing interpretation is the best one

World - Financial Times - October 31

Trump’s trade remedies reflect America’s troubled reality

Our partners shouldn’t blame us for a shift aimed at solving the problems they have caused

World - Financial Times - November 1

Will Trump's victory spark a global trade war?

Trump has promised tariffs on all foreign goods. If he follows through, many smaller economies may be forced to respond in kind.

Trump Will Test European Solidarity on NATO, Ukraine and Trade

Another Trump term could spur Europe’s efforts to stand on its own, but it is far from clear its leaders will seize the moment this time.

World - The New York Times - November 7

Asia will get rough end of the Trump trade

Process of pricing in rising protectionism in the auto sector has barely begun

World - Financial Times - November 7

Companies Brace for the Return of Trump’s Old Trade Gripes

The president-elect is again calling out companies by name in his campaign against what he sees as other countries’ unfair practices.

Business - The New York Times - November 8

Doubts Grow Over the Booming Trump Trade

The stunning post-election stock market rally could be in jeopardy if the president-elect’s agenda spurs inflation, and adds to the deficit, analysts warn.

Business - The New York Times - November 12

Why Tesla, crypto and prisons are Trump trade winners

As the dust settles on a post-election stock market rally, some firms have already gained.

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

China arms itself for potential trade war with Trump

Beijing has enacted sweeping laws since US president-elect’s first term that would allow it to retaliate if threatened

World - Financial Times - November 14

Trump’s trade plans, ranked from easiest to hardest to execute

It’s much easier to use unilateral tariffs than pass legislation or agree preferential trade deals

World - Financial Times - 3 days ago

Why Trump’s trade war will cause chaos

Tariffs, especially on one country, will lead to an unholy economic and political mess

Business - Financial Times - 2 days ago

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. - 6 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

Another billionaire investor positions for a Trump win. He’s placing ‘inflation trades.’

Legendary investor Paul Tudor Jones said Tuesday he’s moved his portfolio in the direction of a victory by Donald Trump in the Nov. 5 presidential election, but warned of a potential reckoning over ...

Business - MarketWatch - October 23

Strong US economy and ‘Trump trade’ drive dollar rally

US currency hits highest level since August, as investors bet on growing likelihood of election victory for former president

Business - Financial Times - October 22

‘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

Trump Media closes up 8% after rollercoaster trading session with heavy volume, several halts

DJT trading was halted multiple times as the stock price of the company majority owned by Donald Trump whipsawed.

Business - CNBC - October 29

Trump Media shares halted repeatedly as DJT whipsaws in volatile trading

Trading of Trump Media shares was halted for volatility multiple times Tuesday morning as the company majority owned by Donald Trump ricocheted in early trading.

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

Robert Lighthizer: Trump’s China Trade Warrior and ‘Food Fight’ Referee

If Donald J. Trump regains the presidency, his former U.S. trade representative could lead his quest to slap punishing tariffs on foreign trading partners.

Business - The New York Times - October 30

Trump Media falls nearly 12% as DJT stock pinballs before presidential election

Donald Trump is the majority owner of Trump Media, which owns the Truth Social platform and trades on the Nasdaq as DJT.

Business - CNBC - October 31

Harris and Trump Trade Gender Attacks as He Floats RFK Jr. for ‘Women’s Health’

Kamala Harris and her team seized on Donald Trump’s latest comments about women, including a statement that under him, Robert F. Kennedy Jr. would work on “women’s health.” The Trump team lashed ...

Top stories - The New York Times - November 1

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

U.S. Farmers Brace for New Trump Trade Wars Amid Tariff Threats

Despite their concerns, some farm operators still support the former president and prefer his overall economic plan.

Business - The New York Times - November 4

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

Bitcoin surges 10% to a record above $76,000 as Trump victory heralds wider crypto adoption and weaker regulation

Crypto assets rose as investors bet that a second Trump administration will widen fiscal deficits and boost bitcoin as a hedge against higher inflation.

Business - CNBC - November 6

Tesla jumps nearly 15% as Trump-backer Musk seen benefiting from White House win

Shares of Tesla surged on Wednesday after NBC News projected Donald Trump to win the election and investors bet a victory would benefit CEO Elon Musk.