Trade Armistice Is a Green Flag to Risk Assets; Trump Wins, China Loses
Since the US will keep tariffs unchanged on half its imports from China (similar to tariffs that prevailed in Sept-Nov 2019, when US imports from...
383 Views
Trump Escalates Confrontation with Iran as US Industrial Recession Deepens: Sell Brent
Qassem Soleimani, head of the Quds Force (the "external"-- i.e., international state-terror -- arm of Iran's Islamic Revolutionary Guard Corps,...
415 Views
Trump Is Winning the Trade War Vs China Hands Down, but Vietnam & Taiwan Win Too
In Jan-Oct 2019, the US bilateral trade deficit with China declined by 14.6% YoY (US$50bn) as tariffs began to bite, and US exports to China...
650 Views
NFP Postpones Any Talk of Rate Cuts Despite Deepening Industrial Sluggishness
The strong NFP print for November strengthens the FOMC's rationale for pausing rate changes at its next two meetings (next week and late-January...
275 Views
Bloomberg's Money Will Help the Democrats but Unlikely to Win Him the Nomination
Bloomberg has Democratic positions on most issues but the party has no particular fondness for billionaires, even self-made entrepreneurial ones....
389 Views