Macro

Brief Macro: Flash During Trade Talks and more

In this briefing:

  1. Flash During Trade Talks
  2. China’s Coal Conundrum

1. Flash During Trade Talks

Slide5

So we hear that President Trump may be doing something in Vietnam prior to the March 1 trade deadline. Even though Trump tweeted the tariffs will not be implemented on March 1, you can be sure that negotiations are still going at full speed. However, in the shadow of trade talks we are looking at China’s Flash numbers as an indicator of economic health.

2. China’s Coal Conundrum

Slide5

Last Friday China torpedoed Australia’s coal imports after announcing that the middle kingdom would no longer accept coal imports from Australia. This leads us to consider some of the energy issues related to China. We write often about coal and the importance it has on China’s energy consumption

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