“Trump Trades Are Down But Not Out”: BAMLMani
Following the failure to push through healthcare reform, Trump trades have received a new lease on life, according to Baml analysts. Claudio Piron and colleagues reiterate their long USD/short US rates bias in their March 31 research piece titled “The Waiting Game.”
Booster for Trump trades
Piron and team believe that while the first phase of the Trump trade was driven by rising animal spirits, its second phase, powered by the fiscal stimulus narrative, has been harder to trade. The BAML analysts believe the recent . . .
This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here
If you are subscribed and having an account error please clear cache and then cookies if that does not work email firstname.lastname@example.org and we will get back to you as quick as humanly possible