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Category: trade

China Thinking About Slashing Tariffs On U.S.-Built Cars – Here’s The Irony…

December 11, 2018December 11, 2018

Trump doesn’t understand how any of this works – just a reminder.

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China Summons U.S. Ambassador In Huawei Standoff, Accuses Washington Of ‘Violating The Rights’ Of Chinese Citizens

December 9, 2018October 23, 2021

The U.S. has violated the “legitimate rights and interests of Chinese citizens”.

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3 Comments on China Summons U.S. Ambassador In Huawei Standoff, Accuses Washington Of ‘Violating The Rights’ Of Chinese Citizens

China’s November Trade Data Proves Everyone Is Losing In Trump’s Trade War

December 8, 2018October 23, 2021

The “front-loading” just wore off.

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1 Comment on China’s November Trade Data Proves Everyone Is Losing In Trump’s Trade War

Trump Now Taking Hostages, Will Use Huawei CFO As ‘Leverage’ In Trade Talks

December 6, 2018December 7, 2018

This is a bad idea.

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‘China Will Take Hostages’: Huawei CFO Arrest Grabs Top Billing For Nervous Markets

December 5, 2018

“…the tension between the two sides is rapidly escalating.”

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7 Comments on ‘China Will Take Hostages’: Huawei CFO Arrest Grabs Top Billing For Nervous Markets

As OPEC Tips Production Cut, Trump Reminds Saudis He Doesn’t ‘Want Or Need’ Higher Oil Prices

December 5, 2018

Will the cartel tempt fate?

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oil, OPEC1 Comment on As OPEC Tips Production Cut, Trump Reminds Saudis He Doesn’t ‘Want Or Need’ Higher Oil Prices

As ‘Tariff Man’ Doubles Down, Chinese Domestic Demand May Be Kryptonite

December 4, 2018December 4, 2018

“…we will be charging major tariffs.”

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Trump Enters Phone Booth, Opens Twitter, Emerges As ‘Tariff Man’

December 4, 2018December 4, 2018

“Remember”…

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6 Comments on Trump Enters Phone Booth, Opens Twitter, Emerges As ‘Tariff Man’

Why The ‘Ill-Conceived’ Trade War Must End, According To Marko Kolanovic

December 3, 2018December 4, 2018

Searching for the elusive “pot of gold.”

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3 Comments on Why The ‘Ill-Conceived’ Trade War Must End, According To Marko Kolanovic

Larry Kudlow’s ‘Front Burner Hot List’ And Other Highlights On Trade Truce Monday

December 3, 2018

“…kind of on the front burner, hot list.”

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With The 90-Day Clock Now Ticking, Goldman Weighs In On Odds Of A Real Trump-Xi Trade Deal

December 2, 2018

Spoiler alert: the odds aren’t high.

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3 Comments on With The 90-Day Clock Now Ticking, Goldman Weighs In On Odds Of A Real Trump-Xi Trade Deal

Watch This ‘Key Barometer’ Following Trade Truce

December 2, 2018October 24, 2021

If you like a little nuance…

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1 Comment on Watch This ‘Key Barometer’ Following Trade Truce

Gamma Gravity And Vol. Math Following The Trump-Xi Trade Détente

December 2, 2018December 2, 2018

“…it will be hard for vol NOT to come in after the event.”

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Dinner Date: What’s At Stake As Trump, Xi Dine In Buenos Aires

December 1, 2018October 24, 2021

“We’ll probably end up with something good at some point.” 

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Bob Lighthizer Would Be ‘Surprised’ If One Dinner With Xi Doesn’t Solve Highly Complex, Intractable Trade Dispute

November 30, 2018

“Our base case is that there will be no agreement.”

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3 Comments on Bob Lighthizer Would Be ‘Surprised’ If One Dinner With Xi Doesn’t Solve Highly Complex, Intractable Trade Dispute

Chocolate Cake Diplomacy Gets Biggest Test Yet As Trump-Xi Meeting Dominates Global News Cycle

November 30, 2018November 30, 2018

The fate of global trade and commerce is on the line.

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2 Comments on Chocolate Cake Diplomacy Gets Biggest Test Yet As Trump-Xi Meeting Dominates Global News Cycle

‘I Expect Them Before Christmas’: Trump’s Auto Tariffs Now Appear Foregone Conclusion

November 29, 2018November 29, 2018

“The U.S.A. is booming!”

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1 Comment on ‘I Expect Them Before Christmas’: Trump’s Auto Tariffs Now Appear Foregone Conclusion

Trade Optimism Dashed As Trump Doubles Down, Threatens iPhone Tariffs

November 26, 2018October 20, 2021

“If we don’t make a deal, then I’m going to”…

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Deere Warns Of Dreaded ‘Raw Materials Cost Pressures’ In Uninspiring Report

November 21, 2018November 21, 2018

In other words, this looks like it checks all the boxes when it comes to what everybody is looking for in terms of warnings. 

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G20 Trade Détente? Here’s Why It Could Happen And Why It Won’t Last

November 19, 2018November 19, 2018

Fingers crossed.

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Mike Pence Goes To APEC, Shows Xi His Mean Face, While China’s U.S. Treasury Holdings Drop For Fourth Month

November 17, 2018November 18, 2018

“The U.S. will not change course.”

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1 Comment on Mike Pence Goes To APEC, Shows Xi His Mean Face, While China’s U.S. Treasury Holdings Drop For Fourth Month

‘Stupid People’: Here’s What Trump Really Said About The Trade War On Friday

November 16, 2018November 16, 2018

Curb your enthusiasm.

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6 Comments on ‘Stupid People’: Here’s What Trump Really Said About The Trade War On Friday

‘Here’s The Deal’: Why One Derivatives Strategist Plans To Be ‘Out’ Of His S&P Long By November 30

November 13, 2018November 13, 2018

“Disappointment risk.”

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In Absurd Twist, U.S. Blows $240,000 In Farmer Bailout Money Buying Ham From Chinese Conglomerate

November 12, 2018November 12, 2018

“This is an example of corporate welfare at its worst.”

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2 Comments on In Absurd Twist, U.S. Blows $240,000 In Farmer Bailout Money Buying Ham From Chinese Conglomerate

‘Amazon Economist’ Navarro Unleashes Wild Screed, Calls Wall Street ‘Unregistered Foreign Agents’

November 10, 2018

Just watch this and try to wrap your head around the fact that this man is effectively in charge of U.S. trade policy…

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2 Comments on ‘Amazon Economist’ Navarro Unleashes Wild Screed, Calls Wall Street ‘Unregistered Foreign Agents’

Good News: China Turns In Surprise Beat On October Trade Data

November 7, 2018

Relief from the “synchronized global slowdown” meme?

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Goodbye ‘Goldilocks’, Hello Lackluster Returns And Higher Volatility

November 5, 2018

You don’t know what you’ve got ’til it’s gone.

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