Hartnett: Trump 2.0 Trade Breakdown

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good afternoon. Hartnett’s Weekly report is presented 3 ways: 1) Video walk-through with commentary 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. “”“So long as he doesn't lose the long-end market gonna target 6.6k on Spoos by Inauguration.”-Michael HartnettSummary/Overview Focus is on what the markets are doing ( up, up, and away!) post Trump election. Then, fleshing out how those trades could go wrong and what could be the right play. The concepts are almost entirely “IF- THEN” in nature for macro traders. The potential for the Fed to stop cutting in Q1 ‘25 seems possible give nrecent behavior by markets and Powell.Hartnett: The Flow Show 2.0Scores on the Doors: crypto 42.2%, gold 30.7%, stocks 20.7%, HY bonds 8.2%, commodities 5.2%, cash 4.6%, US dollar 3.1%, IG 3.0%, oil 0.3%, govt bonds -2.2% YTD.