Here we are – walking into meetings with America’s closest allies and proudly pointing at bulging binders.
Category: trade
And Then, Things Really Started To Go Wrong…
Things have taken a wholly unfortunate turn into month-end.
‘What I Can Tell You Is That The People Would Be Unhappy’: Another Day, Another Rare Earths Threat From China
This is probably more about the signaling effect than anything else.
America Can’t Escape The Reality Of Trump’s Trade War Forever
Eggs will be broken.
China Desperate For Trade Deal, Trump Imagines
“I don’t believe they can do that.”
The Worst-Case Scenario Is Now The Base Case
“It is more likely than not”…
‘Previously Unlikely Options’ Are Now On The Table: Reassessing The Odds Of China Going ‘Nuclear’
We may be moving closer to a situation where Beijing feels like it has no choice.
Make Farmers Bailed Out Again.
I’m out of farmer jokes.Â
‘Take Out Their Surveillance’: Hikvision, Dahua And Trump’s Widening Dragnet
Tightening the noose.
Trump May Blacklist Chinese Video Surveillance Colossus, Because ‘Human Rights’ Or Whatever…
A decision is expected within “weeks”.
Make ‘Miscalculation’ Great Again
The word became so ubiquitous in trade war commentary that it ceased to have any meaning.
We’re Devolving. And The Cobblers Are Restless.
“It is time to bring this trade war to an end”.
‘Tariff Man’ Versus The World
“…a toxic cocktail of misguided protectionism and tacky jingoism wrapped in faux national security concerns.”
With Talks ‘Stalled’, Here’s Why Marko Kolanovic Thinks The Trade War Will Eventually Be Resolved
But beware “miscalculations”.
‘National Security’ As A Pandora’s Box
A slippery slope, indeed.
Trump Officially Condemns Europe, Japan To Six Months Of Hellacious Auto Trade Talks
Whether or not this is a genuine nod to the desirability of solving disputes amicably is questionable, at best.
Deere In Headlights: ‘People Are Getting Nervous About The Farmers’
“Ongoing concerns about export-market access”…
China Digs In With State Media Blitz Presaging Long War With ‘Tricky Bandit’ Trump
“If anyone thinks the Chinese side is bluffing, that will be the most significant misjudgment.”
As Walmart Tells The Ugly Truth About Tariffs, Wilbur Ross Has A Propaganda Party With Maria Bartiromo
“We will do everything we can to keep prices low, but”…
Fearing Multi-Front Trade War, Trump Administration Backs Off Europe, Canada, Mexico
Someone over the White House thought it might be a good idea to avoid fighting a multi-front trade war.
Trump Decides Now Not Great Time To ‘Rid Fifth Avenue Of Mercedes’
Now we’ll all wait on the inevitable tweets.
Trump’s Endless Trade War Draws Ire Of Chinese Propaganda Machine, US Farmers Alike
“We can make a deal with China tomorrow. No way!”
‘Live Asses’ And ‘False Beards’: Trump’s Trade War Turns Surreal Amid Horrendous Stock Slide
When Trump says “all-in”, he means “all-in.”
Shots Fired: China Ignores Trump Threat, Retaliates, Teases Treasury Nuke
And now, things get interesting.
Here Are The Macro And Market Implications Of Three Main Trade War Scenarios
“Risk of global recession”.
As Trump Threatens China Again, Here’s What Happens To Inflation In A Worst-Case Tariff Scenario
“…the deal will become far worse for them.”
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