This is one incredible juggling act.
Category: China
It’s All-Out War As Steve Mnuchin’s Treasury Designates China A Currency Manipulator
This is becoming a “sum of all fears” scenario.
China Digs In, Trump Doubles Down, And The Nasdaq Collapses
By that time, nobody could hear him…
China Says Won’t Be ‘Blackmailed’ By US As Mainland Shares Post Worst Week Since Last Tariff Escalation
“We won’t accept any maximum pressure, threat, or blackmailing”.
Trump Suggests He’d Consider Cutting Off All Trade With China
“We’d save a lot of money”.
‘Tariff Man’ Returns: Trump Announces New China Tariffs, Stocks Crash
Everyone knew it was coming.Â
US-China Talks Fizzle Out As Economic Cold War Shows No Signs Of Thawing
According Xinhua, the two sides will hold the next round of talks in September.
As Accusations Fly, US-China Relationship Splinters Further At Just The Wrong Time
It’s been death by a thousand soundbites this week.
Trump Furious With China For Not ‘Following Through’ On Farm Promise They Never Made
“They should probably wait out our Election to see if we get one of the Democrat stiffs like Sleepy Joe”.
3 US-China Trade Scenarios As Talks Restart Amid ‘Somber Outlook’
Curb your enthusiasm.
In Marathon Twitter Harangue, Trump Goes After China, Apple, WTO, French Wine And Even Fox News
“Proud Warriors!”, “CHEATERS” and other shenanigans.
Will It Be Enough?
We need to reflate with more “vigor”.
US Slaps Chinese Company Zhuhai Zhengrong With Sanctions For Dealing In Iranian Oil
‘We’ve said that we will sanction any sanctionable behavior and we mean it”.
As ‘Trade War’ Retains Top Spot On ‘Tail Risk’ List, Congress Calls Trump’s Huawei Bluff
So, how serious is the administration about “national security”, really?
Trump Reminds You That Tariff Man’s Trigger Finger Is Itchy As All Get-Out
“Tariffs only have a positive impact on the US”.Â
Trump Decides To Make Fun Of China’s Economy, Hints At More Tariffs
“China wishes it had not broken the original deal”.
Chinese Economy Grows At Slowest Pace In Decades, But Key Activity Data Tops Estimates
This is either good news, or bad news or both – depending on your perspective.
Summer Lull Meets Data Deluge, Earnings: Full Week Ahead Preview
Markets are ostensibly free to focus on the “fundamentals” again.Â
For These Investors, It’s ‘Still All About China’
But a little bit about recession, deflation and currency wars, too.
As China’s Latest Trade Data Disappoints, Market Sees Canaries In Singapore
“Canaries”, “coal mines” and such.Â
Sour Patch Kids.
All told, there’s not much to like this week.
Déjà Vu All Over Again As China May Provide Relief To Trump’s ‘Great Patriot Farmers’
A “difficult endeavor”.
Mainland Surge.
Monday’s knee-jerk euphoria comes with all the usual caveats.Â
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