"Those that were hoping for some sort of “reprieve” under Donald Trump can forget all about that now. The pace of global events is really starting to accelerate, and the U.S. is already in a more precarious position than it was at any point in 2016."
With this backdrop of weakening underpinnings of the “Trump Trade” but exuberant hopes of a continued bull market run comes the potential collision between markets. It is highly unlikely that bond bulls and stock bulls will both be right.
"A shutdown would send another signal to markets that Republicans may not be able to enact their agenda, lowering expectations for tax reform and an infrastructure program. We believe Congress is more likely to meet the deadline, but see a one in three chance of a shutdown."
As Europe's Core population collapses (and economic activity with it), the Euro and ECB seem to be serving a select few at the expense of the majority. The imbalances and distortions will only grow as the attempts to mask who the Euro and ECB truly serve continue. What little vitality exists is being transfused to prop up the few.
"We’re starting to hear growing concerns that a government shutdown at the end of April may be a real possibility given the rise of the Freedom Caucus.... What’s currently playing out triggers flashbacks of the summer of 2011 when the US was downgraded by S&P as a polarized Congress wasn’t able to raise the debt ceiling quickly enough."
The globalists tend to use what I call a “scattershot effect” when it comes to creating or managing chaos. They set the stage for multiple flashpoints around the world and wait to see which of them works and which of them fails. Not only this, but one successfully executed flashpoint has the ability to give birth to dozens of new flashpoints. They tend to spread, like a cancer. That said, some flashpoints are more dangerous than others.
Following a day of narrative twists and turns ahead of what was supposed to be a Thursday night vote to repeal Obamacare, Trump has had enough with the Freedom Caucus dissenters and has issued an informal ultimatum: vote to repeal Obamacare on Friday or Obamacare stays