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Harris

  • Trump, USA,
    November 6, 2024

    Trump V2.1 – Hurts… But Not as bad as we fear….

    I was there! Trump Wins. Get over it. Not the End of the World. The Democrats will be blaming themselves, but ultimately they lost because of inflation and how voters felt their economic situation had deteriorated under Biden. I must buy a Harris pin, and a MAGA hat…

    read more
  • Economy, Capitalism, Democracy, Inflation, Government Policy, interest rates,
    October 21, 2024

    The Gormenghast economy – how to fix it.

    The UK economy feels like Gormenghast. Labour wants to balance the books – but will just keep running to get no-where fast. We need an honest appraisal of the problem; a root and branch creative destruction of the bureaucracy of state. The Civil Service needs to learn to be agile and fail fast.

    read more
  • Trump, Democracy, Government, USA,
    October 18, 2024

    US Election Online Odds – Distraction and Deflection?

    US polls show the election is too close to call. Suddenly we are being bombarded with “evidence” Trump is winning from online gambling site odds. Interesting, but nonsense. Polymarket’s users are not analogous with the electorate. Its also owned by Peter Theil – who maybe has a vested interest in Trump’s victory.

    read more
  • Fed, Central Banks, Political risk, Politics, Debt, Boeing, USA,
    October 14, 2024

    US Rates, The Election and Rising Doubts

    This is shaping up as another tense week on the ongoing uncertainty of the US Election. Harris or Trump? Equally important - will either win the whole suite of White House, Senate and Congress, avoiding political gridlock, but potentially unleashing a deluge of uncertainty on the US Bond market?

    read more
  • USA, Trump, Political risk, Politics, Capitalism, Economy,
    September 13, 2024

    Inequality lies at the core of polarised US Politics – it’s not about tariffs or borders, but corporate behaviours.

    Its neck and neck in the US election. Trump promises to MAGA through tariffs, autocracy, spending and tax cuts. But the core problem behind increasing polarisation is rising inequality – undermining the fundamentals of the American dream and justice.

    read more
  • USA,
    September 11, 2024

    Kamala didn’t lose, Trump might have lost. What does it mean?

    Last night’s US presidential debate – does it matter who won? The issue remains: what will the respective policies of Trump or Harris mean for the US and the Global Economy. The election remains too close to call.

    read more

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This publication is protected by US, UK and International Copyright laws. All rights reserved. No License is granted except for the subscriber’s personal use. Rights will be pursued.

The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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