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The Macro CompassAlfonso Peccatiello2024-11-29

Trump Trades – More Room To Run?

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Analiza AI (Claude Code)

W kolejce do triage'u — analiza pojawi się po najbliższym przebiegu (Claude Code).

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Hey, this is Alf speaking - welcome back to The Macro Compass!Given the large influx of paid subscribers at the previous round, we are extending our big discount also to our cheapest tier - The Long Term Investor.Thanks for reading The Macro Compass! Subscribe for free to receive new posts and support my work.Here is why you should take the offer:A) You will read my macro insights every single week (also on our mobile app!)B) If you are quick, you get 40% OFF. Locked in forever.C) This could be it. Next year we might close to new retail subscriptions.Yes, you read it correctly.As we are getting a large influx of institutional demand, next year we might be closing subscriptions at retail-friendly prices.This is why today I am telling you: go for it.The first 20 TMC readers who will use the code MACROFRIDAY for our Long-Term tier will get 40% OFF forever.You’ll end up paying only EUR 239/year.That’s only ~20 bucks a month to read my macro insights every single week.The offer is valid only for TODAY!Use the link below. Be amongst the 20 who get in:Yes, Get Me 40% OFF!Now, to the piece.Trump is back slashing (or should we say: threatening) tariffs left, right and center.The more gradual approach suggested by his inner circle is nowhere to be seen.It seems like this Trump presidency will bring more volatility than the previous one.And if you think about it, it actually makes sense.Controlling the House and the Senate, Trump is empowered to run his last and more aggressive agenda: in Musk’s words ‘’it’s now or never’’ for implementing policies.I feel like Trump has little to lose…