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  • Squawk / Friday at 21:14 GMT
    Managing Director / Technical Research Limited
    New Zealand
    President Trump’s inauguration speech saw the USD decline, whilst Bonds
    held steady. My Updated US Stockmarket Analysis below – Still Bullish.

    The Trump rally from election day to inauguration was 6% (refer below).
    The greatest rally came in the lead up to the inauguration of Herbert Hoover
    in 1929 (that didn’t turn out to well in the end!)

    Earlier on the White House web site announced a target of 4% annual GDP growth, double its non-inflationary potential, so only attainable with the sugar pill of substantial fiscal stimulus. This would put Trump on a collision course with Fed Chair Yellen who noted in a speech yesterday that fiscal policy could affect “the appropriate policy path”. More background on that here https://www.tradingfloor.com/posts/inflation-update-puts-yellen-on-collision-course-with-trump-8401544

    Neither protagonist wants a higher USD, yet both are setting out on a path to achieve it
    Read the Squawk
    17h
    seas seas
    I predict a monster decline in asset values, including the stock market and the dollar.
    17h
    seas seas
    So I am selling calls on just about everything. Wish me luck!
    14h
    Max McKegg Max McKegg
    Possibly correct Jim. But under your scenario of higher debt and inflation expectations, US bond yields would surely rise at a time when the ECB and BOJ...
  • Calendar event / Friday at 13:30 GMT

    CA CPI

    forecast
    actual
    Med All Items CPI, M/M%
    -0.2%
    Med All Items CPI, Y/Y%
    +1.7%
    +1.5%
    Med CPI-Median, Y/Y%
    +2%
    Med CPI-Common, Y/Y%
    +1.4%
    Med CPI-Trim, Y/Y%
    +1.6%
  • Calendar event / Friday at 7:00 GMT

    DE PPI

    forecast
    actual
    Med PPI, Y/Y%
    +1%
    +1%
    Med PPI, M/M%
    +0.4%
    +0.4%
    Med Ex-Energy PPI, M/M%
    +0.3%
    Med Ex-Energy PPI, Y/Y%
    +1.2%
  • Calendar event / Friday at 2:00 GMT

    CN GDP

    forecast
    actual
    High GDP, Y/Y%
    +6.7%
    +6.8%
    High GDP, Q/Q%
    Med GDP YTD, Y/Y%
    +6.7%
  • Calendar event / Friday at 2:00 GMT

    CN Industrial Output

    forecast
    actual
    Med Indus Prod, Y/Y%
    +6.1%
    +6%
    Med Indus Prod, M/M%
    +0.46%
  • 2d
    thewickedwiz thewickedwiz
    The problem here is that Obama was opposed at every turn by the Republicans!
    So any failures are due to the Republicans but this is not recognised widely.
    Trump...