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Category: trade

What To Expect In FX Land If China Starts Loading Up On US Goods

February 19, 2019

This is somewhat self-evident, but worth mentioning nonetheless.

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‘Trade Tensions Have Not Disappeared’, Goldman Warns

February 15, 2019October 26, 2021

Curb your enthusiasm?

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US, China Will Hold Do-Over Trade Talks In Washington As Einsteinian Insanity Takes Hold

February 15, 2019October 26, 2021

“I hope you keep up the good work.”

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2 Comments on US, China Will Hold Do-Over Trade Talks In Washington As Einsteinian Insanity Takes Hold

China Reports Ostensibly Decent Trade Data For January – Now Commence The Derision

February 13, 2019February 14, 2019

This should serve its purpose while the trade talks continue.

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‘Chocolate Cake Diplomacy’ To The Rescue?

February 11, 2019February 11, 2019

“Progress” is in the eye of the beholder.

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The Sum Of All Fears: What Happens If All The Tail Risks Are Realized?

February 8, 2019October 26, 2021

“… a realized turn for the worse.”

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5 Comments on The Sum Of All Fears: What Happens If All The Tail Risks Are Realized?

Trade Hopes Dashed As Trump-Xi Meeting ‘Unlikely’ Before Deadline

February 7, 2019February 7, 2019

Womp, womp. 

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One Bank Reminds You That ‘The World Is Still Flat’

February 2, 2019February 2, 2019

Trade still makes the world go round, sorry Mr. President.

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As China Makes More Promises On Trade, Data Suggests Slowdown Isn’t Over Yet

February 1, 2019February 1, 2019

So much for the glass half-full take.

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One Way To Kill Trust Ahead Of Trade Talks Is To Announce Criminal Charges Against Huawei, So That’s Just What We’ll Do

January 28, 2019January 28, 2019

Bad timing.

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Everything But The Kitchen Sink: Full Week Ahead Preview

January 27, 2019October 26, 2021

To say the week ahead features a full docket would be to grossly understate the case.

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President ‘Good Brain’ Tells ‘Mr. Wang’ To Stay Home In Latest Sign Trade Talks Going Nowhere Fast

January 22, 2019

More shenanigans.

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The Thrill May Be Gone.

January 22, 2019January 22, 2019

The good mood has seemingly worn off.

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Trump Tells China To ‘Stop Playing Around’, Says 2 Big Caravans Have ‘Broke Into Mexico’

January 21, 2019January 22, 2019

“Makes so much sense”…

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15 Comments on Trump Tells China To ‘Stop Playing Around’, Says 2 Big Caravans Have ‘Broke Into Mexico’

Wars Of Attrition.

January 18, 2019October 24, 2021

“…over time the cumulative cost can become very high.”

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A Two-Front War, Tariff Headline Hockey And The Updated ‘SG Swan Chart’

January 17, 2019

The bottom line is that Trump has predictably boxed himself in.

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China’s December Trade Data Is, Well, Not Great…

January 13, 2019January 13, 2019

“Juuust a bit outside.” 

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US Releases Official Nothingburger Statement On China Trade Talks

January 9, 2019

If Trump wants to rescue markets, he’s going to have to do better than this.

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‘V’ Is For ‘V-Shaped’

January 9, 2019January 9, 2019

Waiting on “a message”.

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Irony: Trump, Fearing Stock Selloff, Anxious To Strike Quick Trade Deal With China

January 8, 2019October 24, 2021

Poetic justice.

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7 Comments on Irony: Trump, Fearing Stock Selloff, Anxious To Strike Quick Trade Deal With China

Trump Makes ‘Big Progress’, China Slowdown Worsens, Markets Beg For New Year’s Eve Mercy Killing

December 31, 2018December 31, 2018

Just get it over with.

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Weekend Notables: Trump Calls Xi, Goldman Slashes U.S. Growth Forecast, Fed Call

December 29, 2018December 30, 2018

Something’s got to give in 2019.

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Friday’s Trade Narrative Is Brought To You By Delicious American Corn And U.S.-Built BMW SUVs

December 14, 2018December 14, 2018

Crank up the South Carolina BMW plants.

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That Time Albert Edwards Almost Died In A Road Rage Incident And How It Relates To The Trade War…

December 12, 2018October 23, 2021

“I have had a few motorcycle accidents”…

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Wednesday’s Trade Rumor Ramp Is Brought To You By WSJ And ‘Made In China 2025’

December 12, 2018December 12, 2018

Commence the daily trade rumor pump!

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As Huawei’s Meng Freed On Bail, Trump Says He May Intervene To Save Trade Deal

December 11, 2018October 23, 2021

“Whatever’s good for this country, I would do.”

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Two Scoops Of Crazy: Insane Trump Border Wall Presser, WaPo China Bombshell Blindside Markets

December 11, 2018December 11, 2018

“I would be proud to shut it down.” And so much more.

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