200k aging Republican bikers, a decent percentage likely unemployed. More than 200k “Liberal” boomer democrats, many also unemployed. Another 50-200k millennial anti-Trump protestors. What could go wrong?
'Trump Time' - Let the games begin - Massive political uncertainty – President’s conflict with the CIA – ‘Strong dollar policy’ to end as U.S. has $120 trillion plus debt – Trump inherits Bush and Obama’s humongous debt
Should violence occur on inauguration day, a story which will quickly spread will be one of a divided America, an inauguration with a violent and extreme reaction to a “divider president”, Donald Trump. But it is not Donald Trump who has been sitting in the seat of power over the past eight years using veiled encouraging statements like this to his SJW audience; that one falls squarely into the lap of the sitting president.
"As the U.S. manufacturing base increases its competitiveness, we are able to further increase our investment, resulting in more jobs for America and better results for our owners. The U.S. is our home market and we are committed to growth that is good for our employees, dealers, and suppliers and supports our continued effort to drive shareholder value.”
Sterling fell, equities slid, Chinese markets got a helping government intervention hand again, and gold climbed over concerns U.K. Prime Minister Theresa May is prepared to lead Britain out of the European Union’s single market and as the U.S. President-elect suggested other countries could break from the bloc.
"The opinions of experts concerning the future are accorded great weight . . . but they’re still just opinions. While I take a dim view of forecasts, and especially of opinions presented as facts, I do believe there are such things as facts. Unfortunately, however, the concept of 'facts' is among the casualties of the increasingly partisan environment. Recently we have seen both the elevation in status of 'non-facts', as well as the tearing down of 'real facts'."
"Deplorables are people too. Their kids make them proud and drive them crazy. They eat kielbasa and even kale. Some laugh at “Seinfeld” and some like opera... Sometimes they have different ideas about how to solve the problems that afflict our society, but that doesn’t make them evil."
European shares rose as Fiat rebounded on hopes concerns about parallel to Volkswagen are overblown, Asian stocks were little as Chinese shares fell to the lowest level of 2017 after poor export data, and U.S. equity-index futures rose ahead of a deluge of bank earnings. The dollar is headed for a weekly loss and gold trades at the highest price in almost two months.
It is premature to make investment decisions based on rhetoric and threats. It is also possible that much of this bluster could simply be the opening bid in what is a peaceful renegotiation of global trade agreements. Regardless, we must pay close attention as trade conflicts and their consequences can escalate quickly.
Starting Tuesday Americans will be subjected to what will feel like endless hours of torture as Senate Democrats get their opportunity to question Trump cabinet appointees. Given that Republicans control a 52-48 majority in the Senate and that Democrats eliminated the 60-vote threshold in 2013, the Democrat theatrical displays will ultimately amount to nothing more than an attempt to discredit and shame Trump's appointees but should be fun nonetheless.
"It's finally happening - Fiat Chrysler just announced plans to invest $1BILLION in Michigan and Ohio plants, adding 2000 jobs. This after Ford said last week that it will expand in Michigan and U.S. instead of building a BILLION dollar plant in Mexico. Thank you Ford & Fiat C!"
The main economic release this week is US retail sales, ECB minutes and a series of Chinese economic releases. There are several scheduled speaking engagements from Fed officials this week, including a webcast address by Chair Yellen on Thursday. However, the highlight of the upcoming first full week of 2017 might well be President-elect Trump's first news conference on Wednesday since his election win.
European, Asian stocks fall and U.S. equity-index futures traded mixed on Monday with fresh memories of the Dow Jones rising to under 1 point of 20,000 on Friday. The dollar has rebounded on fresh geopolitical concerns, while the pound extends its decline from Friday and has slide to 10 week lows on a Sunday interview from Theresa May which suggested a "Hard Brexit" may be in the cards.
Suddenly the coolest thing in corporate America is announcing major capital investments in the US while adding thousands of American jobs, in other words the opposite of the globalization trend of the past 30 years, in yet other words, doing precisely what Donald Trump demands.