Trumponomics 2.0: Mercantilism, Corporatism, and Higher Gold

GoldFix · Jul 17, 2024 · 12m

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Housekeeping: Good Morning.

Weaker dollar if Trump is right, Weaker dollar if Trump is wrong

Today:

* Premium: Written summary and analysis of the TRUMP Bloomberg interview

* Commentary: Trumponomics Broken down with video insights

Equity Recap:

US equities advanced on Tuesday amid the ongoing rotation into small caps and sectors outside of tech. Large caps lagged small caps: S&P 500 (+0.64%) vs. Russell 2000 (+3.50%). MSCI Emerging Markets (EEM) and MSCI EAFE (EFA) gained 0.57% and 0.48% respectively…