, Columnist
Timing ‘Trump Trades’ With an Eye on GOP Platform
The Fed and rate cuts have more impact on investor decisions than the prospect of Trump 2.0. And markets have changed since 2016.
Trump with running mate J.D. Vance.
Photographer: David Paul Morris/BloombergThis article is for subscribers only.
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Republicans have started their national convention in Milwaukee, four days of political theater that traditionally signal the point when presidential campaigns begin in earnest and more Americans begin to pay attention. Of course, this is nothing like a traditional election cycle. Joe Biden’s embarrassingly poor debate performance and the assassination attempt on Donald Trump have taken what was already a strange electoral year into hyperspace.