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Tag Archives: Trade Wars

Gold To 2 Month High As Fiery Trump Declares New American Order

Gold price to 2 month high as fiery Trump declares New American Order - 'Trumponomics': Politics and economic policy in 140 characters- The ‘intelligence’ according to Trump- Trump, Putin and Russia - the great bromance- Trump - Bull in a China shop- Trade and currency wars with China and other nations- Trump - Fan of gold and golden tweets- Conclusion - Trump may be the 'Golden Ticket' by Jan Skoyles, Editor Mark O'ByrneOn Friday Donald J...

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China Says It Is Ready To Assume “World Leadership”, Slams Western Democracy As “Flawed”

Over the weekend China used the Trump inauguration to warn about the perils of democracy, touting the relative stability of the Communist system as President Xi Jinping heads toward a twice-a-decade reshuffle of senior leadership posts. Without directly referencing the new president, China wrote that democracy has reached its limits, and deterioration is the inevitable future of capitalism, according to the People’s Daily, the flagship paper of China’s Communist Party. It devoted an entire...

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2017 Will Be An Important Year For The Currency Wars

Source: ft.com The past few years, ‘currency war’ was the ‘talk of the town’, but truth be told, there was no real ‘cold’ trade and currency war. In fact, the European Central Bank kept on decreasing its benchmark interest rates when the Federal Reserve took baby-steps to increase its own interest rates again, so we do have to take the previous ‘currency war’ declaration with a mid-sized spoon of salt. But in 2017, the gloves might come off, as several countries have been warning for...

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China Censors Trump Inauguration: “It’s Forbidden For Websites To Carry Reports Of The Inauguration”

While the US public and global markets will be transfixed by the events in Washington today, Trump's emerging nemesis in the upcoming trade wars, China, has decided to avoid the event altogether. According to the FT, Beijing's infamous censors have ordered media outlets to mute their reporting of Trump’s inauguration "as the Communist party continues to weigh its response to a new administration that has threatened to tear up the rule book of US-China relations."

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Peter Schiff Warns “Trump Deficits Will Be Yuuge”: What That Means For Gold & The Dollar

Submitted by Peter Schiff via Euro Pacific Capital, There is much we don’t know about how the Trump presidency will play out. Will the Wall get built? Who will pay for it? Will it have at least some fencing? Will repeal and replace happen at exactly the same time? Will Trump throw a ceremonial switch? Will there be a Trump National Golf Course in Sochi? It’s anyone’s guess.  But of one thing we can be fairly certain. President Trump is very likely to preside over the...

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Is The Biggest Treasury Drawdown In History Imminent? The “Bond Shock” Story Refuses To Go Away

While currency and fixed-income traders are having second thoughts about the extent of the Trump reflation trade just days before the inauguration of the 45th U.S. president as Bloomberg's Vincent Cignarella writes, most readily observed in the recent 50% drop in 10Y real yields, which have slid from 0.74% in mid-December to just 0.38% in the past month, it is still far too early to call the time of death on the Trump rally. Which brings us to the Icarus trade, laid out by Bank of America,...

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Four Reasons Why A $195Bn Bond Manager Believes Fiscal Policy Won’t Restart The Business Cycle

The last time TCW's Ted Rivelle, whose firm at last checked managed roughly $195 billion, issued a warning was back in late September, when he cautioned that the "central banking Emperors have no clothes... when the supposed solutions to the Fed’s dilemma are merely new “problems,” you know you are approaching the cycle’s end... successful, long-term investing is predicated on not just knowing where the happening parties are during the reflationary parts of the cycle but, even more...

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Frontrunning: December 30

Russia Set to Expel 35 U.S. Diplomats in Tit-for-Tat (BBG) Trump’s Plan to Partner With Russia Faces Bigger Hurdle (WSJ) Trump could reverse effects of Obama order on Russia (Reuters) Gold Lures Investors Worried About Trade Wars and Trump Tweets (BBG) Syria truce backed by Russia, Turkey, holds but clashes reported (Reuters) U.K.’s May Criticizes Kerry’s Speech on Israeli Settlements (BBG) Winter storm socks U.S. New England region (Reuters) Twitter Seeks a Little Help From Its Users...

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Dave Collum’s 2016 Year In Review – “And Then Things Got Really Weird…”

Submitted by Dave Collum via PeakProsperity, A downloadable pdf of the full article is available here, for those who prefer to do their power-reading offline. Background: The Author “The easiest thing to do on earth is not write.” ~William Goldman, novelist I never would have believed it—not in a million years—but it happened: the Cubs won the World Series, and The Donald is our new president. Every December, I write a Year in Review1 that’s...

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Here Are The “Costanza Trades” Of 2017

In what, for the past seven years, has been an upside-down investing world where the opposite of what financial and economic theory - and certainly consensus - suggests should happens with centrally-planned regularity, what better trading recommendation list than one focusing on the "Costanza Trades" for the year ahead. Conveniently, that's what RBC's Mark Orsley has put together, so for those who know what the right trade is, and need just that little bit of confidence push to do the...

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