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Donald Trump
Links: 2018-04-03
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Stocks fall below 200-day moving average as concern over Trump’s policies mounts
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Pre-market: Market de-FANGed and reactions to Trump Unchained
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The Significance of the US – South Korea Trade Agreement
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Links: De-dollarization, top down US policy and the new Cold War
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John Bolton’s appointment by Trump confirms serious geopolitical risk
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Questions about the bond bear market and ‘Trump unchained’
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Geopolitical risks as Trump cleans house
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Post-market: JGBs, Treasuries and a global growth slowdown as Trump consolidates power
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Post-Market Commentary: Tillerson, Tariffs and Trouble
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