becoming a cacophony...drum roll ....
This is it! Surely tomorrow is the day ... at the very least make a new all time high on the S&P/ASX 200.
| Name | Value | % Chg |
|---|---|---|
| Commodities | ||
| Copper Miners | 47.97 | +1.48% |
| Lithium & Battery Tech | 41.42 | +1.37% |
| Strategic Metals | 45.29 | +1.30% |
| Steel | 69.178 | +1.14% |
| Gold Miners | 38.17 | +0.21% |
| Uranium | 31.18 | -0.26% |
| Silver | 28.12 | -1.95% |
three UP days ( including a Friday , two new record highsKeen to see what happens in the USA overnight as we head into tomorrow morning. As many commentators have outlined the assassination attempt pretty much cements Trump as extremely likely to win in November, off the back treasury yields rise, bad for equities.
Hope we don't lose all of todays gains in tomorrows trading if the above is how the big money interprets it.
every so often a small victoryNow that was quick
i expect Trump to put on more tariffs on selected imported goods ( which is still a stealth tax on consumers )I reckon some analysts need a kick in the teeth to say Trump will cause deflation in the markets.
If anyone, Trump will help people in business because he's pro business, he'll give out millions to them.
Reversing climate control policies will free up millions in energy costs, which will counteract some of the inflation he'll cause.
Trump's last predentary period on the Dow Jones.
DYOR
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It's swings and roundabouts, a major transformation in US manufacturing is just all electoral talk, he'll free up corporate taxes, and business will prosper. You watch if he gets in, he'll help all his buddies in big business.i expect Trump to put on more tariffs on selected imported goods ( which is still a stealth tax on consumers )
sure it might help ambitious US manufacturing and industry , but the consumer will still feel it in the wallet
definitely not deflationary. Anything but.I reckon some analysts need a kick in the teeth to say Trump will cause deflation in the markets.
If anyone, Trump will help people in business because he's pro business, he'll give out millions to them.
Reversing climate control policies will free up millions in energy costs, which will counteract some of the inflation he'll cause.
yes , despite i have my areas of disagreement , i would like to have seen the US citizens given a real view of RFK jr as a choiceIt's swings and roundabouts, a major transformation in US manufacturing is just all electoral talk, he'll free up corporate taxes, and business will prosper. You watch if he gets in, he'll help all his buddies in big business.
What's crippling the world ATM, is its energy prices because everyone wants to go green energy.
I'm not a big fan of Trump but It's just market manipulation by the big boys.
I'm talking about deflating the stock market, analysts are reporting that Trump will cause (economic inflation) by making the prices of goods go up by introducing a tariff on cheap Chinese imported goods and trying to manufacture them at higher prices in the US.definitely not deflationary. Anything but.
Overnight the market digested a higher chance of a Trump presidency and various ramifications. Markets perceive Trump as ultimately inflationary due to tariffs and restrictions imposed almost immediately with executive orders to put America first. This includes expansionary fiscal policy and will most certainly put pressure on the FED to cut. As an ex-property developer, you’ll recall Trump’s continuous pressure on Janet Yellen to cut rates during his last reign so expect the same on Powell if and when.
What happens if trump gets in (not that im against it):It's swings and roundabouts, a major transformation in US manufacturing is just all electoral talk, he'll free up corporate taxes, and business will prosper. You watch if he gets in, he'll help all his buddies in big business.
What's crippling the world ATM, is its energy prices because everyone wants to go green energy.
I'm not a big fan of Trump but It's just market manipulation by the big boys.
yes but those increases will create more actual ( not government ) jobs and inflation because the ( actual ) economy is growingI'm talking about deflating the stock market, analysts are reporting that Trump will cause (economic inflation) by making the prices of goods go up by introducing a tariff on cheap Chinese imported goods and trying to manufacture them at higher prices in the US.
if Trump returns the major change should be broader-based growth/inflation , now it that good or bad .. that depends on your strategyWhat happens if trump gets in (not that im against it):
Phase 1: China tariffs lead to tariffs being placed back on the USA, excess supply from China flows to Europe
Phase 2: Excess supply in Europe leads to deflation resulting in the ECB dropping rates faster
Phase 3: Strong USD due to rate parity, increase in costs of items in USA as a result of tariffs = inflation (also decreases demand for US Exports)
Phase 4: Tax Cuts are inflationary in there very nature injects demand into the economy
If either of the candidates get in we are on the same trajectory of high deficits lots of spending and a bigger national debt. I think its important to highlight that tax cuts are inflationary, thats just a fact.
The reason the market was bullish under trump was because he was inflationary, at a time where inflation was below target
It's also important to note that the markets saw extreme growth off the back of QE which has ultimately f***ed every country and led us to our high rate environment.
If Trump gets in higher deficit, if Biden gets in higher deficit, both are inflationary, both are ****. Neither is better or worse for the markets.
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