“…re-risking is likely to continue during the summer as volatility stays contained and investors increase equity positions.”
Category: trade
China Is Going To Try One More Time To Pacify Donald Trump On Trade Before Things Get Ugly, Ok?
One certainly imagines this is going to be too little, too late given Trump’s recent penchant for escalating any and all conflicts whether related to trade or domestic politics, but for whatever it’s worth…
Relief, But Not-So-Great Expectations.
“Unanimous concern and disappointment” and deteriorating sentiment despite a bid for the periphery.
With Friends Like You.
Who needs allies, anyway?
Trump Decides Trade War Is Back On, Will Slap Tariffs On Europe, Canada, Mexico And Then In Two Weeks, China
Just when you thought it was safe.
‘No One Asked For This’: Global Automakers Crushed As Trump Decides Cars Are A Threat To National Security
“…the national security exemption is a privilege to use in case of war [and] this has little to do with national security and a lot to do with national politics.””
As China Slashes Car Tariffs, Rumors Fly: Did Trump ‘Cave’ Or Is Good News Just Good News?
“Trump changed the dynamic regarding China but in one weekend Secretary Mnuchin has given it away” — local moron.
Steve Mnuchin Calls Off Trade War With China That Trump Said America Wasn’t In
Is it a “trade war” or isn’t it a “trade war”?
More Good News Out Of Eurozone Economy And By ‘Good’, I Mean ‘Bad’
You know that “global slowdown” narrative that seems to be gradually supplanting the “synchronous global growth” meme that dominated in 2017? Yeah, so that was reinforced a bit on Monday.
And Now, Back To Your Regularly Scheduled Minefield Sprint: Full Week Ahead Preview
So yeah, cue the mascot minefield meme.
‘Continued Hard Work Is Required’: China, U.S. Agree To Disagree At Trade Summit And I’m Not Sure That Counts As ‘Winning’
“…other issues remain relatively big.”
Here’s Where Everyone Stands On The Metals Tariffs As Trump Goes The ‘Let’s Just Do It Tomorrow’ Route
Make trade uncertainty great again.
Former Lehman Trader Weighs In On The Issues As Investors Ponder An Uncertain Future
“I think we are just in the middle of a correction. And I think, overall, the structural story is still pretty positive. But this is a correction that may not be over yet.”
‘He’ll End Up Shooting Us In The Foot’: Trump’s $100 Billion Tariff Gamble Is Going To Cost You At The Cash Register
“Habitually. He’s a habitual line stepper.”
When China Catches Cold…
The spillovers will be “tremendous.”
China Incredulous At Trump’s Tech Threat: ‘He’s Acting Like A Bully, Is America Really That Fragile?’
“U.S. is asking China to open its markets but creates obstacles for China, contravening principles of equality, fairness and reciprocity.”
Here’s What Happens Next In The Trump-China Trade War, According To Goldman
It’s more likely than not that Trump takes it up another notch, so be prepared.
From GDP To Cars & Planes To Sorghum Duties, China Smothers World With News
China is going to hit you with so much news that you’ll have a difficult time crafting a consistent narrative and who knows, maybe that’s the point.
Is It Time To Add Risk? One Bank Thinks Maybe
“We think it is overdone and has created opportunity for long and short term investors.”
‘Had He Acted Like Trump Markets Would Have Been Upset’: Xi Tries To Put Out Trump’s Dumpster Fire
“It’s a good thing Xi is bringing this tone to it because markets would be very upset if he played it like Trump.”
Goldman Asks Trump: Is It Really ‘Easy’ To ‘Win’ A Trade War?
“But how easy is it really?”
David Stockman: ‘It Can Be Well And Truly Said That Trump Has Gone Stark, Raving Bonkers’
“And, no, he is not playing some kind of clever 5-dimensional chess or 3-dimensional chess that the talking heads were gumming about this AM. He’s not even playing checkers—to say nothing of pick-up-sticks.”
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