Trump Trade May - QuikReader

This popular ‘Trump trade’ may have run its course — at least for now, strategist says

One key ally of former President Donald Trump grabbed headlines recently when he suggested that $2 trillion in federal spending could be cut during a second Trump Administration. That could mean ...

Business - MarketWatch - October 30

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’s secret weapon may tip the election

Real-world business experience mattered in 2016 and it matters even more now.

Politics - The Hill - October 26

With Trump Win, Musk’s Mars Dream May Advance

After bold, even overly ambitious comments about reaching the red planet, the billionaire founder of SpaceX may be positioned for added government support.

Business - Inc. - November 8

The Trump majority may soon feel buyers’ remorse

The 2024 election results suggest that the Trump majority may soon have cause for second thoughts, as the proposed tax cuts and tariffs could lead to increased inflation and worker shortages, ...

Politics - The Hill - November 13

Trump needs concessions from Putin — they may be forthcoming

The Russian president wants to save face on Ukraine but this doesn’t mean he won’t give anything away

World - Financial Times - November 14

Trump may cede global climate leadership to China

As Republicans eye a red sweep, the U.S. could announce its withdrawal from the Paris Agreement as soon as early 2025 and complete it by beginning of 2026.

Business - CNBC - November 14

What Trump's strategy may be with controversial Cabinet picks

Some of President-elect Donald Trump's early Cabinet picks, particularly Robert F. Kennedy Jr. for HHS secretary and Matt Gaetz for attorney general, have come with controversy and criticism. CBS ...

Trump may be right about Ukraine’s endgame

If they play their cards well, leaders across Europe can exert leverage on America over how to end the war

Business - Financial Times - 2 days ago

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

Trade deficit in goods surges to 2 1/2 year high and to whittle down U.S. GDP

The U.S. trade deficit in goods jumped 15% in September to 2 1/2-year high, a much larger increase than expected that could shave some growth off gross domestic product in the third quarter.

Business - MarketWatch - October 29

Global carbon deal agreed even as US warns climate may be on ‘back burner’

Biden diplomat at COP29 says Trump’s election is ‘bitterly disappointing’ for those worried about global warming

Business - Financial Times - 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

Why the bond market may have it entirely backwards on Trump and Harris

A reduction in labor supply would weigh on the U.S. economy, and impact the bond market.

Business - MarketWatch - October 31

Harris and Trump command the market’s attention — but Jerome Powell may steal the spotlight

Investors are anxious about the possibility that it could take days, or even weeks, for the results of this week’s presidential and congressional races to be known. But Tuesday’s vote is hardly the ...

Business - MarketWatch - November 3

How a push for early voting may have helped Trump in Georgia

NBC News' Blayne Alexander reports on the possible impact of former President Trump encouraging early voting as the Georgia secretary of state says he believes Trump has an insurmountable lead in ...

How Congress may look after Trump takes office

The balance of power may be changing in Congress and it hangs on the results of several key House of Representatives races. This comes as the Senate prepares for a new majority party. CBS News' ...

Trump’s Energy Policies May Be a Mixed Bag for Oil Companies

The president-elect has promised to make it easier to build energy infrastructure and secure drilling leases. But higher production could hurt prices and profits.

Business - The New York Times - November 7

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