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  • Japan prepares for a President Trump

    From macrobond.com

    Market implications for Japan seem to be centered around the yen. Former President Trump has promised personal[ii] and corporate tax cuts, import tariffs and the deportation of illegal immigrants. Although uncertainty remains about their extent and timing, these policies are expected to be inflationary as the economy gets a jolt and import and wage costs rise. Rising US growth and inflation expectations are having knock-on effects on Japanese stocks, interest rates, and the yen, which may see a restart in the Japanese retail-led yen carry trade depicted in the next graph. As the next graph shows, rising Japanese 30 ... (full story)

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  • Nov 18, 2024 1:13pm Nov 18, 2024 1:13pm
  •  Trader#A6A0
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“Seem” is word that gives an author an out for their assumptions/opinions.

It seems this article has a biased towards a negative view, it seems to dismiss the reversion of energy policy to 2019, which one pure supply / demand basis helped lower cost across the US economy. As well Europe has said it would look to purchase US LNG as an option to Russian LNG. A simple compare and contrast of 2019 energy policy to 2022 gives insight into where the global economy can benefit from the incoming administration.

It seems a bigger picture view can produce an alternate opinion.
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  • Nov 18, 2024 5:03pm Nov 18, 2024 5:03pm
  •  Trader#33ED
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" Promises and fulfilments" are now characteristic to a what the real Trump Administration will fulfill. If his personal Agenda or " Dream " is now have a Higher Stock Market at the end of his term that's suits his personification, than one has to be realistic that the promise of Tariffs was a a tool to attract his voters to win the White House. Simply stated, is that you cant have your bread buttered on both sides with the current economic Climate. If this was the scenario then America and the rest of the world has to face up to another Burst to an Economic Bubble !
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  • Posted: Nov 18, 2024 12:16pm
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     Newsstand
    Category: Fundamental Analysis
    Comments: 2  /  Views: 3,698

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