Tag: Trump Administration
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The 8-4 Split: Powell’s Last Stand and the Stagflation Question
Khan Capitals | May 2026 Key Takeaways A Vote That Has Not Happened in Three Decades The 29 April FOMC decision was, on its face, a non-event: the federal funds rate was held in the 3.5-3.75 per cent range for a third consecutive meeting, exactly as fed funds futures had priced. The substance, however, sat…
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Supreme Court Strikes Down Trump’s IEEPA Tariffs in Landmark 6-3 Ruling
Khan Capital | February 2026 Key Takeaways On 20 February 2026, the United States Supreme Court delivered what may prove to be the most consequential economic ruling of the decade. In a 6-3 decision, the Court held that the International Emergency Economic Powers Act does not authorise the President to impose tariffs, invalidating the legal…
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The 90-Day Tariff Pause: Markets Whipsaw on Policy Reversal
A single social media post triggers the third-largest rally in S&P 500 history as Trump pauses the tariffs that had pushed markets to the brink of a bear market. Why the bond market forced the reversal, and what remains unresolved.
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Liberation Day Tariffs: Markets Plunge on Sweeping IEEPA Tariffs
Khan Capital | April 2025 Key Takeaways Track all markets on TradingView On the afternoon of 2 April 2025, President Donald Trump stepped into the White House Rose Garden and signed Executive Order 14257, invoking the International Emergency Economic Powers Act to impose the most comprehensive set of import tariffs in over a century. He…
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Trump’s Tariff Blitz: 25% on Mexico and Canada, 10% on China
25% tariffs on Mexico and Canada, 10% on China: Trump targets 40% of US imports in the most aggressive trade action since the 1930s. How the tariff blitz reshapes the investment landscape from supply chains to inflation expectations.
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Trump 2.0 Begins: Tariffs, Immigration, and Market Policy Shifts
Trump’s second term begins with the most pro-business and most disruptive economic policy agenda in modern history. How the contradictions between tax cuts, deregulation, tariffs, and immigration restriction will reshape the investment landscape.
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Trump Returns: The Market’s Reaction to a Second Term
The Dow surges 1,507 points to record highs as markets price in tax cuts, deregulation, and crypto-friendly policy. But the bond market tells a different story, and the macro starting point is nothing like 2017.
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The Trump Trade 2.0: Sectors to Watch Under a New Administration
Trump’s decisive victory triggers the most significant post-election sector rotation in modern history. Which sectors win, which lose, and why the market is pricing the benefits before the costs.
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Trade War 1.0: Trump Fires the First Tariff Salvo Against China
The sell button got hit hard this week, and for the first time in this cycle, it was not an algorithm chasing volatility or a rates scare rippling out of the Treasury complex. It was politics. Raw, deliberate, campaign-promise politics, dressed in the language of national security and aimed squarely at the world’s second-largest economy.…
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Tax Cuts and Jobs Act: What Trump’s Tax Reform Means for Markets
The most significant overhaul of the US tax code in three decades has just been signed into law, and the market’s reaction tells only half the story. The Tax Cuts and Jobs Act (TCJA), passed by Congress on 20 December 2017 and signed by President Trump two days later, slashes the corporate rate from 35%…