“…the question is an interesting one.”
Category: trade
As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again
If you’re looking to point fingers at anyone for currency “manipulation”…
Different Day, Same Set Of Hopelessly Entangled Narratives
Who can untangle this massive strand of Christmas lights?
As US Demands Yuan Stability In Trade Talks, Let’s Go Insane Again
Back to the insanity loop.
What To Expect In FX Land If China Starts Loading Up On US Goods
This is somewhat self-evident, but worth mentioning nonetheless.
‘Trade Tensions Have Not Disappeared’, Goldman Warns
Curb your enthusiasm?
US, China Will Hold Do-Over Trade Talks In Washington As Einsteinian Insanity Takes Hold
“I hope you keep up the good work.”
China Reports Ostensibly Decent Trade Data For January – Now Commence The Derision
This should serve its purpose while the trade talks continue.
‘Chocolate Cake Diplomacy’ To The Rescue?
“Progress” is in the eye of the beholder.
The Sum Of All Fears: What Happens If All The Tail Risks Are Realized?
“… a realized turn for the worse.”
One Bank Reminds You That ‘The World Is Still Flat’
Trade still makes the world go round, sorry Mr. President.
As China Makes More Promises On Trade, Data Suggests Slowdown Isn’t Over Yet
So much for the glass half-full take.
Everything But The Kitchen Sink: Full Week Ahead Preview
To say the week ahead features a full docket would be to grossly understate the case.
The Thrill May Be Gone.
The good mood has seemingly worn off.
Wars Of Attrition.
“…over time the cumulative cost can become very high.”
A Two-Front War, Tariff Headline Hockey And The Updated ‘SG Swan Chart’
The bottom line is that Trump has predictably boxed himself in.
China’s December Trade Data Is, Well, Not Great…
“Juuust a bit outside.”Â
US Releases Official Nothingburger Statement On China Trade Talks
If Trump wants to rescue markets, he’s going to have to do better than this.
‘V’ Is For ‘V-Shaped’
Waiting on “a message”.
Weekend Notables: Trump Calls Xi, Goldman Slashes U.S. Growth Forecast, Fed Call
Something’s got to give in 2019.
Friday’s Trade Narrative Is Brought To You By Delicious American Corn And U.S.-Built BMW SUVs
Crank up the South Carolina BMW plants.
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