The world's economies and companies need a strong U.S. in order to continue to grow.
As inflation pressure builds, these bonds draw more attention, but caution is advised.
Tariffs wouldn't trigger a big rise in inflation because the U.S. has lots of spare industrial capacity.
Expect the treasury secretary nominee's hand in bank reform, tax reform and mortgage market reform.
The Trump plan is for the world to be weaned off U.S. support.
An extreme weather event could boost food prices and, thus, headline inflation figures.
Expect his hand in bank reform, tax reform and mortgage market reform.
On dips, which will be the result of inflation, buy equities, gold and commodities.
Will Trump be a dealmaker or a dealbreaker? Asian leaders and investors are struggling to predict what's going to happen once leadership is in his hand.
The Fed worries about inflation, but in the end, it's jobs that matter.


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