Jump to content

How are you trading the ‘trump trade war’?


Recommended Posts

Seems like there is a lot of opportunity for making a few trades on the back of the rhetoric coming from the trump-house. Trade war talk is really kicking off and now the EU are getting on board. 

How are you trading it? 

Which markets are worth investigating? 

Whats your riskprofile on this? Do you think it’ll last or just be a flash pan statement? 

Chinese investment in the United States has plummeted 92% this year was trending on reddit today. 

Looking forward to some discussion about this :)

Link to comment

Watchout BMW and Mercedes, Trumps tariffs on EU cars is coming and these stocks are going to take a big hit.

The EU can't win this and Trump is really only looking for a better deal not trade parity, a some point both the EU and China will have to make a deal and suddenly all these **** for tat escalations will be wiped away, the question is when. 

 http://www.eurointelligence.com/public/

trd1.thumb.PNG.748f6dd5ee4ed43b881ef40bde3b8871.PNG

Link to comment

The whole ‘trump trade’ is quite an interesting one isn’t it. I guess the easiest (“easiest”) thing would be to look at which industries the tariffs target, which companies within those industries are most exposed (for example Harley Davidson as a US company, how much revenue is generated from overseas sales, as well as which companies have a high use of raw materials from China such as aluminium etc) and go from there.

The old ‘fang’ Facebook, Amazon, Netflix and Google and a large number of other tech stocks had a bit of a crappy few days so probably worth keeping an eye on that. It’s a bit odd really because these stocks are generally immune to tariff chat, especially when there hasn’t been any mention by the US, EU or China on levies or barriers to entry on these multinationals (many of which are softwares / transcend boarders). Maybe this is more a profit taking scenario on the individual stocks which haven’t been battered by the trade talks? I wouldn’t be going in big here. 

Also recently read this which was quite interesting. https://www.washingtonpost.com/news/wonk/wp/2018/06/25/the-first-layoffs-from-trumps-tariffs-are-here

Link to comment
  • 3 weeks later...

German IFO expected to fall again tomorrow and tariffs on auto imports into the US from the EU on the horizon, drunker Junker off to the US looking to do a deal or maybe just to beg (Trump will wipe the floor with him).

What a double blow to the German auto industry (employing around a million people) that would be, US tariffs and a no deal Brexit. Germany won't let these 2 massive markets go, Merkel (I mean the EU) will have to make a deal.

ifo1.PNG.207cd5e21999a8da914264b7b627c331.PNG

 

Link to comment

Archived

This topic is now archived and is closed to further replies.

  • image.png

  • Posts

    • If you had left a limit order based on the previous margin requirement, it's likely the system would've adjusted it to match the new rate once it changed. This helps prevent any unexpected margin calls. However, it's always wise to double-check your orders, especially when there are fluctuations in margin requirements. 
    • Just look at CZ's impact on Binance or Gracy Chen's leadership at Bitget. It's incredible how a visionary leader can propel an organization forward. Gracy Chen's track record speaks for itself – fourfold growth in two years is no small feat! With her at the helm, Bitget could indeed be on track to reach new heights.
    • Hey, have you all heard about this zkLink Nova project? It's supposed to be some next-level technology for Ethereum and Layer 2 networks, and I've been looking into it. I'm telling you, this could be massive! Alright, let me break it down for you. zkLink Nova is like an "Aggregated Layer 3 zkEVM Rollup network" built on top of zkSync's ZK Stack. I know, it sounds super technical, but hear me out. Basically, it's a way to integrate all the liquidity and assets from Ethereum and different Layer 2 rollups into one unified platform. Now, why is that a big deal, you ask? Well, right now, all these networks are like separate islands, you know what I mean? Their assets and liquidity are fragmented, and we have to use questionable bridges to move stuff around. It's a complete mess, and it opens up security risks like crazy. But with zkLink Nova, they're using some fancy zero-knowledge proof magic to let us access the combined liquidity without needing to bridge assets! Can you imagine that? It's like having one massive, happy DeFi playground with all the toys under one roof. No more hopping around networks or dealing with shady bridge protocols. Just pure, unified liquidity and assets at our fingertips. The possibilities for dApp developers with that kind of power are insane! And get this – the zkLink team has already lined up over 60 partners to help steer this Layer 3 ecosystem! We're talking big names like Coinbase Ventures and Arrington Capital, who have already invested a whopping $23M into the zkLink ecosystem's development. I'm telling you, this Nova thing could be a game-changer for the Ethereum and Layer 2 space. It's like they're solving one of the biggest headaches we've had in DeFi with all these incompatible networks. Oh, and here's the kicker – the $ZKL token, which is the native token for the zkLink ecosystem, is now available for premarket trade on Bitget! This could be our chance to get in early on what might become the backbone of a whole new era of DeFi interoperability. But I want to know what you all think. Are you buying into the zkLink Nova hype? Or do you think it's just another overhyped project promising the moon? Let me know your thoughts in the comments!
×
×
  • Create New...
us