Tag Archives: Trade War

Tech gadgets caught up in US-China trade dispute – FT

Looming US import tariffs on some of the hottest gadgets among younger consumers, from vaporisers to electric scooters and ‘smart home’ devices, threaten to drive up prices ► Subscribe to FT.com here: http://bit.ly/2GakujT

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Chain Ganging The Supply Chain With Tariffs

Disaster looms.  

Posted in Trade War, Uncategorized | Tagged , | 7 Comments

G7 finance ministers speak out against U.S. trade tariffs

Canada’s Finance Minister says tariffs will hurt citizens in US and in Canada… READ MORE : http://www.euronews.com/2018/06/02/g7…

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“Many Chinese Would Like To Teach [Trump] A Lesson”

Yikes!  Nasty rhetoric from a newspaper under the auspices of the People’s Daily. Me thinks Trump & Co.  are going to be played by Xi & Co. like a Chinese fiddle. China already perceives the Trump Administration as a Paper Tiger. … Continue reading

Posted in China, Geopolitical, Uncategorized | Tagged , , | 16 Comments

Mr. Market Weakens U.S. Negotiating Position With China

Last week we were thinking about pulling together a post using game theory to predict the outcome of the Trump administration’s tariff announcement.   JP Morgan beat us to it, however. More interesting is the JPM quant’s assertion that Trump will … Continue reading

Posted in China, Equities, Uncategorized | Tagged , , | 21 Comments

[Dangerous] Tweet of the Day

Yikes!  Buckle up, folks. When a country (USA) is losing many billions of dollars on trade with virtually every country it does business with, trade wars are good, and easy to win. Example, when we are down $100 billion with … Continue reading

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Who Could Lose the Most in a U.S.-China Trade War?

Jan.22 — Now that Donald Trump is in the White House, the world’s biggest companies are trying to gauge the likelihood of a U.S. trade war with China. If the tension escalates, there could be losers on both sides. Bloomberg’s … Continue reading

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Chinese Solar Spanked on US Trade Rep Announcement

Holders of Chinese solar stocks got a little taste of what a trade war could feel like.  Trina Solar fell more than 9 percent as U.S. Trade Representative, Ron Kirk, announced his office has launched an investigation into the Chinese … Continue reading

Posted in Black Swan Watch, BRICs, China, Currency, Equities, Policy, Politics, Sovereign Risk | Tagged , , , , , | 2 Comments