Friday, January 23, 2026

Trump and the Financial Markets

Ignore Trump’s power plays at your financial peril
https://www.telegraph.co.uk/business/2026/01/22/ignore-trumps-power-plays-at-your-financial-peril/
Investors must deal with an increasingly unpredictable, fragmented and lawless world.
 
‘Quiet-Quitting’ of US Assets Fuels Boom in Bets from EM to Gold
https://finance.yahoo.com/news/quiet-quitting-us-assets-fuels-065544828.html/ 

Trump’s tariff ‘shock regime’ tests Wall Street’s mettle
https://www.ft.com/content/cb1a8211-ac60-4cb2-b68f-955f3d0f98f5

The Taco trade has eaten itself
https://www.ft.com/content/5c1a2e77-6f41-4241-ad3e-66139f6dfac8
 
Low Rates Sound Great. But a Trump Fed Could Cause a Painful ‘Sugar High.’
https://www.nytimes.com/2026/01/23/business/trump-fed-interest-rates-inflation.html
Dropping rates more than conditions warrant would stimulate the economy in the short term but could lead to trouble, our columnist says.
 
American decay versus American dynamism
https://www.economist.com/finance-and-economics/2026/01/21/american-decay-versus-american-dynamism
Only a decline in corporate America’s vigor will dent the country’s dominance of financial markets.

Trump’s Crypto Gamble
https://www.foreignaffairs.com/united-states/trumps-crypto-gamble
How a Stablecoin Could Preserve Dollar Dominance—or Shatter It.