“We think it is overdone and has created opportunity for long and short term investors.”
Category: trade
‘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.”
2 Scoops Of Mnuchin: ‘There’s The Potential For A Trade War’, Trump ‘In Talks’ With Postal Service on Amazon
“I’m cautiously optimistic that we will be able to work this out. But”…
Going Nuclear? Goldman Warns China May Soon Be Forced To Depreciate Currency, Sell Treasurys
“…there are simply not enough US exports to retaliate against.”
As Trump Lashes Out At ‘Unfair’ WTO, Here’s What One Expert Says
He’s right and wrong. But mostly wrong.
China: We’ll Take ‘Immediate, Intense’ Action If U.S. Publishes New Tariff List
An “immediate, intense” fucking.
Is This The Chart Trump Is Looking At When It Comes To ‘Winning’ A Trade War With China?
“Let’s run through the numbers”.
Investors And Analysts Tire Of ‘Childish’ Trump: ‘It’s Just Too Much’
Remember, he’s going to run this country like one of his businesses…
Trader: We’ve Gone From ‘Get Out Now’ To ‘You Have To Be In It To Win It’ In 24 Hours
“…the bid offered spread on opinions just keeps widening.”
China: Trump Is ‘Blind Man Riding In A Hummer’ But Our ‘Sword Will Have The Final Victory’
“China officially launched its sword in less than 24 hours.”
Never A Dull Moment.
If this were a reality TV show, the ratings would indeed be “tremendous”.
‘He Said That To Me’: Poor Larry Kudlow Actually Thinks Trump Is Telling Him The Truth On Trade
Don’t worry everyone! Larry Kudlow will save us!
‘We Lost $1.72 Billion This Morning Alone’: ‘Devastated’ Soybean Farmers Lash Out At Trump
“That unfortunately doesn’t lend any comfort to the hundreds of thousands of soybean farmers who will be affected by these tariffs. This is no longer a hypothetical, and a 25 percent tariff on U.S. soybeans into China will have a devastating effect on every soybean farmer in America.”
Release The Soybean Tariff Kraken!
This is a real kick in the balls for Trump – and possibly for Chinese consumers, depending on how it pans out.
Trump Administration Releases China Tariff List Aimed At Crippling Chinese Tech Push
Ok, the U.S. Trade Representative’s office has published the list of Chinese products that will be subject to U.S. tariffs.Â
Asia Rally Dies As China’s Tariffs On U.S. Imports Take Effect – All Eyes On Trump
April (and Q2) got off to a less than inspiring start on Monday as an early Asian rally shriveled up and died on the vine as the market tries to figure out how to digest myriad uncertainties around the burgeoning trade spat between Washington and Beijing.
So What Happens Next? Global Risk Sentiment Could Be ‘Fragile’
Who knows! That’s the fun of it, right?
The Annotated History Of U.S. Trade And A Fantastic Interview With An Expert
The end of the WTO? And much more…
‘Collapse In The International Order’? Here Is One Bank’s Updated Trade War Scenario Analysis
Ok, so given that this is almost certainly going to be back on everyone’s radar next week (although again, it never left the radar, it just got lost in the FANG headlines), this is probably a good time to take a look at some updated scenarios.
‘In Late January A Client Called Us With An Exasperated Query’: Why Barclays Sees A ‘Bumpy Road Ahead’
“In the last week of January, as equities went on yet another run, a client who had been waiting to buy the dip called us with an exasperated query.”
Where Are The Institutional Investors When You Need Them?
Who is going to buy these goddamn stocks?
Black Monday Postponed?
Apparently, markets are willing to give Steve Mnuchin the benefit of the doubt on Monday morning.Â
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