Having approached the NAFTA issue with very hardball tactics and striking at the sensibilities of the Mexicans with the implementation of the wall along the Mexican border, has increased tensions. The implications of this approach with Mexico are not positive…
The new Trump administration has met with auto executives recently. He has threatened a 35% tax on imports from Mexico. Yesterday, without notifying the Mexican delegation, Trump and his press secretary made the decision to build the wall. And by…
The coming trade friction and quite possibly geopolitical tensions between the US and China should be taken seriously by market players. In our opinion, this risk has increased. As a prelude for what to expect, look no further than what…
Our forecast for future rate hikes by the FED in 2017 depend on inflationary pressures arising from the new economic policies of Trump. In general, inflation seems to be picking up, or we should say inflationary expectations are picking up…
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