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Trump Blow Out Loss Likely as More Blocks Oppose Him
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Manage episode 329339404 series 3353460
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The recent rise in US government bond yields on the longer end (7 to 30 years) indicates investors are already buying into the Biden win and $2+ trillion of green infrastructure spend (I was completely wrong here, expecting the Long Bond to fall to a zero yield {pls see Trump Leads the US to a New Low in Global Norms} in a rush to safety during a highly contested election that looks less likely) which has also brought a firming of the USD too. As the House of Representatives prepares to take on the “platform” technology stocks (as covered in Macro ESG here and here, a big topic that will absorb several pieces shortly), it’s a good time to diversify away from the liquidity-fueled names. Whenever Trump says he’ll do a stimulus deal and the market goes up – sell a bit of the old portfolio and when he next says that the deal is off – use the dip to buy. Use the see-saw of Trump’s strategy to get better average prices. Also noticeable is the solid performance of the RMB as predicted in China Builds Investment Alliances with Oil Suppliers via Rising RMB + Equities as US Squabbles and will be a key theme of 2020 – go with it. China is strong and getting stronger – the next round of political showdowns isn’t going to start until after the Biden inauguration. www.macroesg.com #macroesg @gregbeier --- Send in a voice message: https://anchor.fm/macro-esg/message
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