Liberation Day: President Trump vs. History President Trump has declared April 2 to be Liberation Day. However, historically it has had a different meaning. So let’s take a look at both definitions and whether there are any similarities....
Why is the current financial crisis different from all others ? I have lived and traded through numerous financial crises over the years. They have come in different shapes and sizes, both market and geopolitical driven. What they...
What is the trading strategy for “Liberation” (aka Reciprocal Tariff) Day? On April 2, President Trump & Co. are expected to turn its reciprocal tariff threats into reality. It will not only be the reciprocal tariff details...
From the man on the street on Trump’s auto tariffs What is the end game on auto tariffs? Looking at President Trump’s auto tariffs I am glad that I got a car at the end of last year...
What is the Chicken Tax and how does it parallel with the tariff soap opera today? I was doing some research about EU vs. US tariffs and can’t across the term “chicken tax.” As I looked into...
Reciprocal Tariffs Day: More Questions than Answers One key focus since President Trump took office has been on his tariff policies. This has seen markets jump at every headline, which in turn has left the investment community...
What is President Trump’s Tariff Game Plan? For the second weekend in a row, watching a Sunday television news program I saw a top White House official say April 2 is the day to watch. Last Sunday, Commerce...
Is USDJPY headed for 140? The stars seem to be lining up for a weaker USDJPY. Expectations are for more BoJ rate hikes. By contrast, expectations have shifted in favor of 3 Fed rate cuts this year,...
Trader Alert: Watch Out For T-Day (aka Tariff Day) T-Day on March 4. 2025 is not a holiday. It is the day when the U.S. is scheduled to levy significant tariffs on goods imported from Canada, Mexico and...
Are Markets Tuning Out President Trump? After weeks of getting whipped around by the latest tariff related news markets seem to either ignoring the latest reports or just taking a breather from headline overload. Take the latest headline...
Should Traders Take President Trump at His Word? As I noted, Trading in the New Trump Effect Era: Actions Speak Louder Than Words. Well, President Trump is never at a loss for words as he has followed...
Will Trump’s Tariffs Turn into a Nothing Burger? It feels like markets have begun trading in anticipation of Trump’s tariffs since August. Signals are mixed (i.e. gold up, bond yields down, dollar well of its highs, stocks uncertain)...