Donald Trump

Macrobites

Politics, policy and (market) peaks

While our forecasts for 2018 follow a similar trajectory to 2017, a healthy dose of potential risk lurks in the shadows. For a different take on the Asset Allocation team’s outlook for next year, here’s an insight into the regular debate at our team meetings in the first of a three-part series focusing on our discussions on each of the three Ps of politics, policy and (market) peaks.

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Economics

Trump's gamble with the US economy (video)

While guest hosting on CNBC I discussed the consequences of the potential US fiscal stimulus for inflation, interest rates and risk assets.

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Macrobites

Birthday matters

It's time to celebrate Macro Matters' first birthday, and reflect on our first year of blogging!

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Macrobites

A filibusted flush

The filibuster is an important procedural device in the US Senate that makes it significantly harder to break the gridlock between Republicans and Democrats. President Trump argues that the "very outdated filibuster must go". But what is it? Why is it important? And what are the investment implications of throwing it on the Congressional scrapheap?

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Strategy

I need a dollar

Going into 2017, the market consensus was one of a strong US dollar environment, with the expectation of the US engine firing on all cylinders, with support from fiscal policy, monetary policy and de-regulation. The engine has stuttered, the US dollar has been declining all year and not many US dollar bulls are left. We are taking stock.   

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Strategy

Trump today, Trump tomorrow?

Impeachment talk is nothing new in Washington. It’s difficult to think of any US President in recent times where some part of the political spectrum has not been calling for impeachment. Yet, US impeachment talk has gained unusual momentum in recent weeks, making it a scenario worth thinking through for investors. Here are nine questions and nine answers.

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Economics

Are Mexico’s fortunes finally turning?

Mexico's economy has faced no shortage of headwinds over the past few years. As a manufacturing hub, it suffered more than others from the post-2008 weakness in the global cycle. It was hit hard by the collapse in oil prices in 2014. And in 2016, it became a key target of President Trump’s campaign against trade and outsourcing. However, there are signs that the headwinds facing Mexico's economies could now be abating.

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