Donald Trump

45th and 47th President of the United States. Tariff, trade, and policy posts that frequently move equities, treasuries, FX, and crypto in real time.

42 mentions tracked·X Truth Social

Articles tracked

Stocks·May 4

Fed holds, cuts language shifts — Powell drops "patient" and the curve immediately steepens

Statement keeps rates unchanged but removes the word "patient." Curve steepens 12bps in 90 seconds. SPX up 0.6% into close.

BloombergSingle source

Money·May 3

Naval's new thread on equity vs cash — and why most operators should optimize differently in 2026

Naval published a long thread arguing the equity-default era is over for sub-Series-B operators. Cash compounding has caught up to dilution math under current rates.

X / NavalSingle source

Global·May 4

China broadens export controls on critical minerals — semis supply chain reprices

New controls cover gallium, germanium, and several rare-earth derivatives. Semis suppliers had three weeks of inventory; ASML and TSMC both adjusted guidance overnight.

ReutersSingle source

Stocks·May 3

Tesla Q1 auto margin rebounds to 19.4% — the production-cost story is finally credible

Auto gross margin printed 19.4% ex-credits, the strongest in seven quarters. The Mexico ramp delivered, and the energy-storage business turned material.

Tesla IRSingle source

Global·May 3

RBI cuts 25bps — rupee firms on hawkish guidance, not the cut itself

RBI cut 25bps but Governor Das delivered notably hawkish forward guidance. Rupee firmed against USD on the language, not the action. A textbook 'cut and signal a pause' move.

ReutersSingle source

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