Republican Presidential candidate Donald Trump’s August 8 economic speech was panned by many beltway pundits. From Nomura’s perspective, the policy speech was interesting by what was not said. If Trump is victorious it could lead to interesting impact in the currency markets, a report from Nomura’s Global FX Strategy analyst Bilal Hafeez pointed out. Trump links jobs to trade, negatively correlated Numerous investing themes loom on the other side of Trump’s economic plan. Understanding the investment potential might be best judged by considering the word cloud that was created in the wake of the August 7 speech in Detroit. Nomura…
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