Donald Trump

US President Elect Donald Trump is back to his usual market moving social media activity, even before taking office. Before the markets opened on Friday, he posted on Truth Social that unless c imported more oil and gas to offset the trade…
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Crude prices have been rising this week, but it's interesting to note that the driving forces appear to be shifting. That could have important implications for whether or not Brent crude prices manage to break out of the range that has…
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The Crude prices have been somewhat range bound over the last month or a little bit less. Brent hasn't gone below $70/bbl, but also been unable to return to its pre-election levels. Markets are clearly taking some time to digest the…
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Even before assuming the Presidency, Donald Trump is making it clear he'll keep up his first term habit of disrupting markets at unexpected times. On Sunday, he posted on social media a threat to slap 100% tariffs on BRICS countries if they…
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Earlier this week, US President Elect Donald Trump threatened to apply tariffs to both Mexico and Canada if those countries didn't take more action to curb illegal migration and drugs. The two affected dollars and the peso reacted as…
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The election of Trump to a new term in office puts a whole new light on US inflation data, potentially bringing the Trump effect into focus. It could be that the market simply looks past it, or it might cause renewed focus on the figures.…
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One of the major events for the week that investors were waiting on was the multi-day Standing Committee meeting of China's National People's Congress (NPC). That concluded just a couple of hours ago, and markets are not giving much of a…
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Before the election, there was a near-unanimous expectation that the FOMC Rate Decision would result in a cut by 25bps at the conclusion of its policy meeting on Thursday. That expectation has only strengthened since then. While a Trump…
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