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Donald Trump
“Trump unchained” moves on to border security and Europe
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A few thoughts on the populist political environment in the US
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The border wall and the Fed’s reaction function
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Some comments on the shutdown, Fed policy and the markets
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Powell, Bernanke and Yellen offer a strong rebuke of Trump
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Credit Writedowns 2019 Outlook, Part 1 – US Politics
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The Trump Presidency is collapsing
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Wait until crisis for the dollar, expect 2019 curve inversion, plus other predictions
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Trump is making it harder for the Fed to ease
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Expect political trench warfare as the economy slows
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