(1) Trump is a disruptor. (2) Trump may outsmart himself. (3) Lots of huffing and puffing. (4) Trump needs the Fed to lower interest rates to offset delayed China deal. (5) Commodity prices falling. (6) Germany is the gasping canary in the factory. (7) Energy is the biggest loser. (8) China has lots of dollar-denominated debt. (9) Technology continues to disrupt.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →