Option Workshop blog #weekend-reading

Friday, 30 December 2016

Weekend readings, 2016/12/30

Paul Krugman: And the Trade War Came

Corporate America is still in denial about the prospects for a global trade war, even though protectionism was a central theme of the Trump campaign. … The … relevant legislation gives the occupant of the White House remarkable leeway should he choose to go protectionist.

Looks like a trade war is here…read how to benefit from this here

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Saturday, 17 December 2016

Weekend readings, 2016/12/16


Fed Turns Hawkish, by Tim Duy: The FOMC raised the target range for the federal funds rate by 25bp today, as expected. But the tone of the press conference and the summary of economic projections were more hawkish than I anticipated. The Fed is shifting gears, a shift I did not expect until more data piled up in the first quarter of 2017.

Fed surprises market by turning more hawkish faster resulting in a pause in the rally.

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Sunday, 11 December 2016

Weekend readings, 2016/12/09


Trump, Buffett and Greenspan are correct, according to Kelton. Too much debt could have its consequences, but it is not a financial crisis along the lines of what Greece and other countries have faced. As a sovereign nation with complete control over its currency, the U.S. can always make good on its debts, on time and in full – and that includes its Social Security, Medicare and its other dollar-denominated obligations.

Interesting read on the false concept of the US facing a debt crises. Article argues for aggressive fiscal policy.

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