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Posts Tagged ‘tariffs’

Saturday Night Quarterback says (on a Sunday), For the week ahead expect…

... all attention to be on what the Federal Reserve says on Wednesday, June 19, after the meeting of its rate-setting Open Market Committee. Nobody on Wall Street expects the Federal Reserve to cut interest rates at the June meeting--expectations are high for a July 31 reduction of 25 basis points however. (Odds of a […]

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With Mexico tariff controversy still alive, President Trump threatens China on tariffs again

President Donald Trump continues to claim that there are unannounced side agreements to the deal between the United States and Mexico that ended, for the moment, the threat of escalating U.S. tariffs on Mexican imports. In one of those side agreements, according to the President in a Saturday tweet, Mexico promised to up its imports […]

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Adding Grupo Aeroportuario del Pacífico to my Dividend Portfolio on Monday

Now that President Donald Trump's tariff threat isn't hanging over the Mexican economy (for the moment, anyway), I'm adding Grupo Aeroportuario del Pacífico (PAC) to my Dividend Portfolio on Monday. The shares of Grupo Aeroportuario del Pacifico, which operates five of the most popular airports in Mexico, pay a 3.21% dividend yield. They closed at […]

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U.S. markets counting on visit from Goldilocks tomorrow

Tomorrow, Friday, June 7, brings the May jobs report. Right now economists surveyed by Bloomberg are looking for the economy to add a robust 175,000 jobs with unemployment holding steady at 3.6% (as 49-year low) and average hourly wages growing at a very positive 3.2% annual rate. The prospect of those numbers tomorrow is enough […]

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Stocks gallup higher as Fed chair affirms Powell Put

Federal Reserve chair Jerome Powell said today that the Fed will do whatever it takes to keep the U.S.economy chugging higher--including a near-term cut in interest rates if needed to offset the negative effects of President Donald Trump's trade and tariff wars. I see this as a very strong affirmation of the Powell Put, the […]

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Saturday Night Quarterback says, For the week ahead expect…

... market direction to depend on Wall Street's ability to hold onto denial in the accelerating global tariff war coming from the White House. On Friday, U.S. stock markets did a relatively good job at containing the damage. Sure, the talking heads said, the 5%--and escalating--(to a potential 25% by the fall) tariffs that President […]

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Trick or Trend: China’s economy slowed in May but I don’t think that brings us closer to an end to the trade war

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. China's newest Purchasing Managers' Index for the manufacturing sector fell into contraction in May at 49.4 […]

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China is working on its own black list in retaliation for U.S. ban on Huawei

The U.S. has required that Chinese telecom giant Huawei get a waiver before it can buy any U.S. technology, such as chips from Qualcomm (QCOM) and Broadcom (AVGO). And the U.S. government has threatened to slap those same restrictions on five Chinese companies that specialize in video surveillance and facial recognition. Well, China is looking […]

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The importance of the 5% tariff that President Trump just slapped on Mexico is way bigger than the number suggests

It's only 5%, Wall Street is saying today in what clearly sounds like an effort to convince itself when investors really know better. That unconvincing "happy talk" is why the Standard & Poor's 500 index was down only 1.24% at the close today, May 31. (I say "unconvincing" because the oil markets, which have been […]

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Today it’s all trade war news all the time

Sometimes it's better to just weigh the news rather than try to analyze it. And that certainly seems to fit today's market action. Even though the major U.S. indexes managed slight gains as of the close today--the Standard & Poor's 500, for example, was ahead 0.21% and the Dow Jones Industrial Average edged higher by […]

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