-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 3,500 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Portolio
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Tag Archives: Tariffs
President Trump grants exemptions on 400 tariffs
Probably not the roll back China was looking for?
“Oh no no no I’m a tariff man”
And I think it’s gonna be a long long time ‘Till tariffs come down again I’m not the man the market thinks I am Oh no no no I’m a tariff man – paraphrasing Rocket Man (starts tonight) Tariff … Continue reading
Stress Testing Apple
Goldman finally getting around to stress testing Apple as the trade war escalates. They are out today warning Apple is in a world of hurt if China targets the iPhone maker in the trade war. The U.S.-China trade war could … Continue reading
Posted in Apple, China, Equities, Uncategorized
Tagged Apple, bonds, China, Tariffs, U.S.
Leave a comment
Who Pays The Tariffs?
I had some very interesting discussions on social media last night on who is paying for the U.S.-China Trade War. It was kind of shocking that many didn’t even understand the basic tenets of economics yet have strong convictions held … Continue reading
Posted in Trade War, Uncategorized
Tagged China-U.S. Trade War, Hysteresis, Tariffs, Trade Wars
8 Comments
The Trade Cascade…
The genius market pundits are/will attribute today’s modest decline to the following trade tape bomb from CNBC, Trump is ‘highly unlikely’ to meet Chinese President Xi before March trade deadline – CNBC Sorry, the Dow was already down 250 points … Continue reading
China’s Other Nuclear Option
Sorry to be such a downer, folks. We have to stress test the macro scenarios versus current market conditions by looking at worst case events, then calculating expected values based on the most likely probabilities. Especially after such a huge … Continue reading
Posted in Apple, China, Equities, Uncategorized
Tagged Apple, bonds, China, Tariffs, U.S.
18 Comments
As We Were Saying…
…yesterday on politics driving the tariff “proclamation.” It is All Politics Note, today’s announcement on tariffs was a proclamation, not even a legal document. Only words, and we know, for certainty, with this president, words can mean whatever he wants … Continue reading
Posted in Economics, Politics, Uncategorized
Tagged Conor Lamb, Pennsylvania 18th congressional district, Rick Saccone, Steel, Tariffs, Trump
Leave a comment
The “Navarro Falls” Beckon
Right on schedule the barrel and catalyst — in the form of Gary Cohn’s resignation — cue up to take stocks over the waterfall. Let’s call it what it is, “The Niagara Navarro Falls“. . Cramer’s Mad Money Wow, it … Continue reading
Posted in Bonds, Equities, President Trump, Uncategorized
Tagged Gary Cohn, JFK-Trump S&P500 Analog, Peter Navarro, Tariffs
4 Comments