Trading Trump: The skinny on macro
Goldman: "We continue to believe that a second Trump presidency would involve higher tariff levels, looser regulatory policy, and potentially looser US fiscal policy."
The probabilities
Source: Hartnett / oddschecker.com
Trump correlation
Source: Scott Rubner
Trump & junk
Source: Morgan Stanley
Trading Trump: Equity volatility
Source: Goldman
The dollar
Source: Credit Agricole
Trading Trump: Yield curve
Source: Goldman
Trading Trump: IG
Source: Goldman
Trading Trump: Credit doesn't care
Source: Goldman
Lame (senile) duck
Source: Carson
Why the billionaires and the Valley boys are on board the MAGA train
STAY AHEAD OF THE MARKET
