Does U.S. Productivity Increase Under Trump?

Does U.S. Productivity Increase Under President Trump? The answer is yes, because businesses have invested. Even if Net Domestic Investment to GDP is in a long-term downtrend, that’s good news for the U.S. economy. Keep in mind that it is a key factor in extending the business cycle. US Productivity has increased, because US companies have invested,…

Trump Tweets About the Fed

Trump Tweets About the Fed The last trade escalation was also preceded by a flurry tweets from President Trump attacking the Fed. Image: Deutsche Bank

Trump Tweets: Unvertainty Retreats, But Still Elevated

Trump Tweets: Unvertainty Retreats, But Still Elevated Trump’s tweets exacerbate short-term volatility and can create unpredictable short-term market fluctuations. You may also like “How Does President Trump’s Twitter Use Impact the US Stock Market?“ Image: Arbor Research & Trading LLC

How Does President Trump’s Twitter Use Impact the US Stock Market?

How Does President Trump’s Twitter Use Impact the US Stock Market? Trump’s tweets exacerbate short-term volatility and can create unpredictable short-term market fluctuations. That’s the reason why Warren Buffett stays focused rightly on the long term. Image: Bloomberg

Are US-China Trade Talks “Going Very Well” As Donald Trump Says?

Are US-China Trade Talks “Going Very Well” As Donald Trump Says? Well, in 2018, China was selling its US Treasury securities. In 2019, it’s just the opposite. Not bad! Why? It is not obvious, but China could use the dollars elsewhere, in Middle East countries for oil supplies, instead of buying US Treasury securities. Image: Ryan Detrick,…

Is Trump Right to Criticize Powell?

Is Trump Right to Criticize Powell? We don’t think so, because: – Interest rates are still near zero in real terms and below real GDP – The rise in Fed rates has very few visible negative effects in the USA – And at full employment, GDP returns to the level of potential GDP

Different Market Sentiment Indicators

Different Market Sentiment Indicators While U.S. equity position remains strong, the reintroduction of Trumponomics and its policies is reshaping investor sentiment, causing increased market volatility and a recent shift towards more defensive strategies. Image: Goldman Sachs Global Investment Research

Average Percentile of Sentiment Indicators

Average Percentile of Sentiment Indicators Bullish sentiment dominated late 2024, but the landscape has shifted in early 2025. The prospect of “Trumponomics” is introducing new challenges, increasing market volatility and driving some investors towards defensive strategies. Image: Goldman Sachs Global Investment Research

ISABELNET Cartoon of the Day

ISABELNET Cartoon of the Day As bears heard Trump’s tariffs were going to cause a bear market, it seems bulls are feeling a bit unwell—perhaps from celebrating too much during the market highs! Have a Great Day, Everyone! 😎

Bloomberg Dollar Spot Index

Bloomberg Dollar Spot Index Trump’s tariff policies have strengthened the U.S. dollar while weakening equity markets and cryptocurrencies, as investors worry about the potential consequences of escalating trade tensions. Image: Bloomberg