Tag Archives: Trade War

The Elusive China Trade Deal

Forbes asks the $382 billion question this morning,  Is A China Trade Deal Slipping Away? President Trump and Chinese leaders are trying to put a positive spin on their marathon trade talks, but the fact is that there is little … Continue reading

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China’s Pushback In Trade Talks Over Sovereignty

Bingo! Note our comment from an earlier post this evening, Seriously, folks,  do you really think the Middle Kingdom, with all its history and past glory, after climbing back to global superpower status, is now going to cave and give … Continue reading

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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

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Ten Good Weekend Reads – January 4

Major themes set to shape markets in 2019 – FT Five Doom Loops to Navigate in 2019 – Bloomberg As China Talks Begin, Trump’s Trade Negotiator Tries to Keep President From Wavering – NY Times Japan in 2019: 10 surprises … Continue reading

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US-China tariffs in numbers – FT

As another round of tariffs are imposed by both countries in the trade war, the FT takes a look at some key facts and figures, as well as the types of goods affected Subscribe to FT.com here: http://bit.ly/2GakujT

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The Blowback Begins: Ohio Farmer Vents On Trade War

Hope you all take the time to read this piece by an Ohio soybean farmer caught up in Trump’s trade wars. Tariffs hurt the many and help the few.  The “tyranny of the minority,” if you will, and that is … Continue reading

Posted in Agriculture, Trade War, Uncategorized | Tagged , , , | 35 Comments

Reagan’s “Boy Wonder” Nails It On Trade

Excellent CNBC interview with David Stockman, President Reagan’s head of OMB, who speaks his mind and never holds back.    Some dismiss him as a perma-bear and doomsayer. We certainly don’t, just has been a bit early, like every analyst … Continue reading

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China hits back at Trump’s tariffs – FT

Money quote:  “…steady escalation…” Beijing accused Donald Trump of “trade bullying” as it imposed retaliatory tariffs against new US duties on $34bn of Chinese imports. The FT’s world trade editor, Shawn Donnan, reports from Washington DC about the consequences of … Continue reading

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Swan Lake – July 9

The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices.  – GMM “We won the trade war.”  The market narrative du … Continue reading

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Tweet of the Day: Double Yikes!

Unqualified term “war”?   Tell us it ain’t so, Ray Dalio! Remember the Great War with Japan started with trade tensions in response to the country’s agression in Manchuria, among other regions, Tokyo and Washington negotiated for months leading up … Continue reading

Posted in China, Economics, Japan, Trade War, Uncategorized | Tagged , , , , , | 17 Comments