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Comment of the Day

June 14 2019

Commentary by Eoin Treacy

YouTube University

Thanks to a subscriber for these notes from Jeff Gundlach’s conference call on Thursday. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area. 

This idea that President Trump has a plan to make sure the economy is humming in the run-up to the Presidential Election is gaining ground on Wall Street and elsewhere. David Rosenberg put out a tweet last week expressing the same sentiment. 

Maybe Trump is a genius, after all. What if he finally gets the steep Fed rate cuts he has been demanding? After that, he ends the trade wars, tariffs go to zero, and the stock market surges to new highs -- just in time for the 2020 election!

I agree it is certainly possible he is self-absorbed enough to try and attempt to shape the economy’s prospects to his own interests but there is an alternative interpretation which does not get a lot of airplay.

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