CLSA: Stealth border tax is likely to drive Trump trade policy – ValueWalk Premium

CLSA: Stealth border tax is likely to drive Trump trade policy

We are living in a twilight zone where the US dollar rises sharply with commodities, normally negatively correlated. CLSA’s Fear and Greed’s Christopher Wood thinks we have reached an inflection point. He looks at the market environment where Trump publicly bullies Ford with Tweets and wins while noting that the traditional bond market rally that has propelled stocks since 1982 is coming to an end. The inflection point is here.

 

Inflection Point - CLSA notes . . .

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