Tag Archives: Trump

The Week Ahead: Trump’s Euro Trip & US bank results – FT

Posted on July 9, 2018 by macromon

The FT’s Vanessa Kortekaas highlights the key stories to watch in the week ahead, including US President Donald Trump’s long-awaited visit to the UK, a Nato summit and US banking results.

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Swan Lake – June 19

Posted on June 19, 2018 by macromon

Surprisingly few ripples on Swan Lake today. The Turkish lira, Argentine peso, and SA rand a bit weaker. We are stunned at the complacency in the markets given the hawkish Fed and now coupled with trade war jitters.   These are … Continue reading →

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QOTD: North Korea Deal Or China Deal?

Posted on June 19, 2018 by macromon

In Beijing’s worldview, everything’s connected. Kim Jong-un was in Beijing Tuesday talking strategy with Xi; there frankly won’t be a deal between North Korea and the U.S. without the Chinese leader’s blessing. So what does Trump want more: a “deal” … Continue reading →

Posted in China, Geopolitical, Uncategorized | Tagged , , , | 3 Comments

China vs. U.S. trade war: Who would win?

Posted on June 15, 2018 by macromon

 

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The action-movie trailer Trump played to Kim Jong-un

Posted on June 12, 2018 by macromon

If only it were as easy as in the movies… Reporters were shown a video ahead of Donald Trump’s press conference in Singapore, which the US president said he had played it to Kim Jong-un and his aides toward the … Continue reading →

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De-escalation Of Tensions

Posted on June 11, 2018 by macromon

Always a good thing.  Here’s to hoping that the lives of our Korean brothers and sisters both in the north and south will improve dramatically with respect to a lasting peace and standard of living. Nothing’s gonna stop them now. … Continue reading →

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NorKo summit: What denuclearisation means

Posted on June 9, 2018 by macromon

Washington is pushing for the complete, verified and irreversible dismantlement of North Korea’s nuclear capabilities. Achieving this would require much more than the removal of weapons ► Subscribe to FT.com here: http://bit.ly/2GakujT

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This Is NOT The Reagan Stock Market

Posted on April 23, 2018 by macromon

Facts do not matter anymore.  Opinions are now facts.  We truly live in dangerous times. Reagan And Trump Stock Market We were stunned by an article posted on the CNBC website over the weekend, The Trump stock market looks a … Continue reading →

Posted in Equities, Geopolitical, Uncategorized | Tagged , , | 18 Comments

“Many Chinese Would Like To Teach [Trump] A Lesson”

Posted on March 27, 2018 by macromon

Yikes!  Nasty rhetoric from a newspaper under the auspices of the People’s Daily. Me thinks Trump & Co.  are going to be played by Xi & Co. like a Chinese fiddle. China already perceives the Trump Administration as a Paper Tiger. … Continue reading →

Posted in China, Geopolitical, Uncategorized | Tagged , , | 16 Comments

As We Were Saying…

Posted on March 9, 2018 by macromon

…yesterday on politics driving the tariff  “proclamation.” It is All Politics Note, today’s announcement on tariffs was a proclamation, not even a legal document.   Only words, and we know, for certainty, with this president, words can mean whatever he wants … Continue reading →

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