China Deal ‘In Principle’ Turbocharges Stocks, Sends Bonds Tumbling
High drama, as General Trump engages in all-day brinksmanship before signing off on the deal.
High drama, as General Trump engages in all-day brinksmanship before signing off on the deal.
“I just think right now that the tariffs have been a winner”.
“The market has [a lot of] protection which will get sold”.
“With the onset of the trade war in the first quarter of 2018, the impact of Trump’s policies on markets changed drastically”.
To call this “unprecedented” would be to grossly understate the case.
It would be both correct and incorrect to say the week ahead will be all about trade.
November’s trade data is something of a mixed bag, but on balance…
Frankly, this was an unnerving week, payrolls aside.
And a relative calm sets in over Chinese markets.
This is pretty simple, really.
Maybe this is enough to get a dovish lean out of the Fed.
It’s not bearish, but it’s not sanguine either.
“I don’t watch the stock market”.
This plan could still be dusted off.
If there were a dictionary entry for “unreliable entity 
Such are the tragic ironies…
The combination of tariff angst and “Warren risk” (so to speak) is a helluva psychological burden on the C-suite.
Exports have now declined for a dozen consecutive months.
Upside risk, but in a “highly polarized setting”.
All is hardly lost for carefully-polished doorstops.
After all, we’re “playing with the house’s money”.
“Based on what I know”…
“Today, I have signed into law S. 1838, the ‘Hong Kong Human Rights and Democracy Act of 2019′”.
“For the first time in history, there is an American president who is openly against a united Europe”.
If they’re right, they will look like geniuses.
You must be logged in to post a comment.