Only I can fix it,
There is a period of transition, because what we’re doing is very big,
What I have to do is build a strong country,
We’re bringing wealth back to America. That’s a big thing,
I think if we all are becoming a little more nationalistic and - I'm not saying that's a bad thing, you know, it does resonate with me ... (but) it's going to have elevated inflation,
Uncertainty is high and rising on Main Street, and for many reasons,
I'm not even looking at the stock market."
All of those millions of people with 401(k)s and pensions are doing far better than they have ever done before with increases of 60, 70, 80, 90 and 100% and even more."
Silver has badly lagged, but will eventually break out and move in the direction of $50 [per ounce],
Within corporate credit, investors can focus on sectors less exposed to tariffs such as financials, construction and defence, and avoid those in the line of fire such as autos and potentially technology,
As we continue to catch our breath, this week is relatively quiet for [economic] data even if I suspect it won't be for news flow,
Chinese equities will benefit if the global economy gets into trouble, because they are under-owned and China's government has the ability to reflate the economy,
We're looking for under-valued assets where downside risks seem limited,
It's clearly this disruptive, destructive – if I should say so – up-and-down trade policy that has really worried the market and sowed uncertainty among consumers and businesses,
What are we saying? We're going to bring 100,000 manufacturing jobs back to the United States and tank the stock market by $20 trillion in the meantime?"
Even if the tariffs lead to inflation and economic deterioration, President Trump is likely to place the blame squarely on former President Biden rather than acknowledge any shortcomings in his own economic policies,
Our base case remains that the Trump administration’s aggressive stance on trade will weigh on growth, but not so much as to drive the U.S. into recession,
Over the coming weeks, we expect further volatility and potential weakness in equity markets,
The focus will remain on the broader economic concern that spurred yesterday’s huge risk-off trade,
These factors collectively help mitigate the headwinds arising from the Trump administration’s news flows,