Tag Archives: Trump

Boeing 787 Dreamliner = Globalization

Posted on February 17, 2017 by macromon

Interesting graphic below illustrating the outsourcing of Boeing’s 787 Dreamliner as President Trump touted his “buy American” mantra today as he stood in front of the airplane at the Boeing’s South Carolina plant. “We want products made by our workers … Continue reading →

Posted in Apple, China, Uncategorized | Tagged , , | 1 Comment

QOTD: Ambiguous China Policy

Posted on February 13, 2017 by macromon

It used to be said that Ronald Reagan’s “Red China” policy was driven by Nancy:  “don’t serve it on a green table cloth.”    President Trump’s policy?  Yet to be determined. …U.S.-China relations remain in the Schrodinger’s cat-like state they … Continue reading →

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America-first and the dollar-yen trade – FT

Posted on January 23, 2017 by macromon

The FT’s Leo Lewis looks at how uncertainty over US President Donald Trump’s America First policy affects the dollar-yen currency trade. ► Subscribe to FT.com here: http://on.ft.com/2eZZoLI

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Reagan-Trump S&P500 Analog

Posted on January 15, 2017 by macromon

Trump rally holding.  Now outperforming Reagan’s S&P by 3.13 percent after 47 days from election day.   Meaningless in terms of predicting future performance.  But, fun, no?

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USA vs CHINA – BBC 2016 (Must View)

Posted on January 14, 2017 by macromon

Things are starting to heat up in the Taiwan Straight and only to get hotter under the Trump Administration.  This BBC video is great background. China’s foreign ministry hit back in a statement advising Trump, a billionaire property tycoon who … Continue reading →

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How the Mercers Became Trump Power Brokers – WSJ

Posted on January 10, 2017 by macromon

Hedge fund executive Robert Mercer and his family are poised to become major power brokers in Donald Trump’s Washington. WSJ’s Keach Hagey joins Lunch Break with Tanya Rivero and explains how the Mercers saw the appetite among voters for an … Continue reading →

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Reagan-Trump S&P500 Analog: Tracking

Posted on January 8, 2017 by macromon

We’re still tracking the Reagan-Trump S&P500 analog.  We’ve noted it’s a fun exercise and probably useless in predicting the future move in the index given the different macroeconomic initial conditions at the beginning of both Administrations. But, hold on!   … Continue reading →

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How Is That Reagan-Trump S&P500 Analog Working Out?

Posted on January 1, 2017 by macromon

So far, at the close of 2016,  the Trump S&P500 is outperforming  the Reagan S&P500 by 0.38 percent, 38 days after the close of their respective election days.  The Trump bump has been a relatively steady climb before rolling over … Continue reading →

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Is Gold Finished?

Posted on December 14, 2016 by macromon

Big drop in gold today after the FOMC announcement.   Let’s go to the charts. The yellow metal is approaching a 5-year low at around $1,050 (actually $1,046.25), which it hit right around this time last year.   Tough to see a … Continue reading →

Posted in Gold, Uncategorized | Tagged , , , , | 4 Comments

The Election of Donald Trump, the Electoral College, Free Trade and Globalization

Posted on December 13, 2016 by macromon

We have a little interesting story to tell you, but first some substance and background. The 2016 U.S. Presidential Election Donald Trump won the Presidency and Electoral College, 306-232, by picking off three of the traditional Blue States – Michigan, … Continue reading →

Posted in Economics, Energy, Politics | Tagged , , , , , | 2 Comments