Markets are deluged in noise as the President remakes the world. We’re learning to roll with it – but the trick will be to spot the opportunities and gaps that will open. President Trump’s recent demands that US banks and lenders follow his orders is one such opportunity – and may crash a critical component of the US economy’s success.
The US Presidential Election is the most important market/political event this year – but boils down to how a mere 170,000 Americans in key states and demographies will vote on Nov 5th. What they are thinking on the day will determine how markets play out. Understanding the election mechanics is key to spotting the opportunities.
After the brutal lessons of April, May will set the tone for a new market – lots of threats, but full of opportunity.
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