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cover of episode MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?

MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?

2024/11/21
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Macro Voices
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Daniel Lacalle认为，特朗普当选后的市场反应可能过快，需要谨慎评估美元的持续强势和股市的乐观情绪，尤其考虑到即将到来的财报季。市场受到资金流动和对经济快速变化的预期双重影响，但经济的快速变化不太可能出现，美元可能还有上涨空间，而股票市场可能面临回调。Erik Townsend则关注地缘政治紧张局势对市场的影响。

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Discussion on the potential slowdown or continuation of the Trump Trade, focusing on the strength of the U.S. Dollar and complacency in equity markets.
  • The Trump Trade may have run too fast.
  • Investors are balancing portfolios, reducing exposure to the U.S. and increasing exposure to Asia and the Euro area.
  • The strength of the U.S. Dollar could continue, potentially leading to a decline in equities.

Shownotes Transcript

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. https://bit.ly/3CEID3X)

⚫ Follow Daniel Lacalle on X: https://www.x.com/DLacalle_IA)

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4fZfrCU)

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH)

🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna)

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/)

 

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1)

 

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