Trade War
Markets Have Shrugged Off Impeachment While QE Stokes “Risk On”
The markets have ignored the impeachment proceedings and now with balance sheet expansion and a trade deal on the horizon,…
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…
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.
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…
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…
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…
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…
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…
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…