Markets Have Shrugged Off Impeachment While QE Stokes “Risk On”

The markets have ignored the impeachment proceedings and now with continued balance sheet expansion and a trade deal on the horizon, will it continue to be "risk on"?... Read More»

As the Dec. 15 Tariff Deadline Approaches, Will Trump Call a Deal?

What are the chances of Trump announcing a trade deal before the Dec. 15 tariff hike deadline and what effect will that have on the markets?... Read More»

With Trade Deal on Horizon, Asian Stocks Would Catch a Bid

Christopher Wood writes about the Fed's quantitative easing and the potential impact a trade deal could have on Asian stocks.... Read More»

Will China and the U.S. Sign a ‘Currency Pact’?

There's talk lately of a 'currency pact' between China and the U.S. It seems like it could happen since both countries do not want a stronger U.S. dollar.... Read More»

The Impact of Weakening Business Confidence on the U.S. Economy

I'm still hopeful, as are financial markets, that some sort of trade deal can be agreed between the U.S. and China in the current quarter. Still there's a r... Read More»

Will China Lose Face for the Sake of a Trade Deal with America?

“They are on their knees.” This is a comment I heard attributed to Donald Trump, and made to another G7 leader with reference to China in Biarritz during th... Read More»

More Tariffs Means More Monetary Easing

It may be a little ridiculous. But Donald Trump’s surprise decision, or threat, to impose a new round of tariffs on China at the start of September has subs... Read More»

Hong Kong Protests Come at a Difficult Time for China

Amid the continuing U.S.-China trade row, and the potentially even far more negative longer-term consequences of the targeting of Huawei and the related “te... Read More»

Could a U-Turn on U.S.-China Negotiations Prevent a New Cold War?

The tweet may be a highly effective means for Donald Trump to manage the news cycle. But the methodology does not lead to coherent economic analysis. Tariff... Read More»

Trade War