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It’s unwise to take everything Trump says literally but take it seriously. A vast amount is on the table, exactly as dealmakers want it, and the above outcomes are starkly binary for financial markets. Don’t think getting ‘drunk’, i.e., opting not to follow these developments, provides any protection from the pain of then being punched.
Marketing communication / Non-Independent Research. This publication is issued by Coöperatieve Rabobank U.A., registered in Amsterdam, and/or any one or more of its affiliates and related bodies corporate (jointly and individually: “Rabobank”). Coöperatieve Rabobank U.A. is authorised and regulated by De Nederlandsche Bank and the Netherlands Authority for the Financial Markets. Read more
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