Trump Trade Large - QuikReader

‘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

Moscow targeted as Ukraine and Russia trade large drone attacks

Ukrainian strike on Moscow is biggest since full-scale invasion while Russia sends wave of record 145 drones. Ukraine has carried out its biggest drone strike on Moscow since Vladimir Putin’s ...

World - The Guardian - November 10

Large Senate GOP majority strengthens Trump's hand

Republicans have at least a 52-seat Senate majority and are looking to expand it to 54 seats, as GOP candidates are leading the vote counts in Pennsylvania and Nevada. Such a cushion would ...

Politics - The Hill - November 7

As Xi and Biden Meet, Trump and Uncertainty Loom Large

The two leaders will meet in Peru, where China has steadily expanded its influence in a challenge to the United States in its own region.

World - The New York Times - November 16

Trump's reelection looming large over G20 summit

President Biden is in Brazil for the final G20 summit of his presidency. While much of the summit is focused on fighting hunger and addressing global conflicts, Donald Trump's second presidency is ...

Polls were largely accurate in anticipating close Trump-Harris race

Pollsters likely will cheer this year’s results.

Politics - The Hill - November 6

Trump has promised lower interest rates. That will be largely out of his control.

While Trump has sought to pressure the Fed to cut rates, consumer rates on mortgages and other loans are determined by a range of factors largely outside of the president’s control.

Politics - NBC News - November 11

COP29 Begins With Climate Finance, Absent Leaders, and Trump Looming Large

The annual UN climate summit has kicked off in Baku, Azerbaijan, with lofty goals, but many global leaders missing.

Tech - Wired - November 11

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 - 6 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

CBS News poll finds large gender gap between Harris, Trump supporters

New CBS News polling finds a 21-point gender gap in the presidential race, with Vice President Kamala Harris leading with women by 12 points while former President Donald Trump leading with men by ...

Trump tariff threat looms large on several Asian countries — not just China — says Goldman Sachs

Donald Trump's recent victory is likely to see looming tariffs on China — but it may not be the only country subject to tariffs, according to Goldman Sachs.

Business - CNBC - November 11

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 - 5 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 - 4 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. - November 15

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 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.