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Posts Tagged ‘tariffs’

The timing of another U.S.-China trade war couldn’t be worse–both longer term and for this week

The Trump administration is rattling the trade war sword in its scabbard again. And offering so many reasons for slapping new or resuming old tariffs on China. One reason would be to retaliate for what administration officials say is China deception, mismanagement, and a lack of transparency at the outbreak of the coronavirus epidemic. The […]

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China almost confirms January 15 deal signing

It's not exactly a confirmation of President Donald Trump's announcement that the Part 1 trade deal would be signed between the United States and China at the White House on January 15. But China has scheduled a high-level trade delegation for  travel to Washington from January 13 through 15. And the delegation will include China's […]

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Democrats sign onto revised U.S.-Mexico-Canada trade agreement with vote likely next week

Washington, D.C. is the home of the surreal these days but the timing of the announcement by Democratic House Speaker Nancy Pelosi still raised eyebrows. Just minutes after the House committees investigating President Donald Trump voted two articles of impeachment, Pelosi, backed by 30 of her House colleagues said that Democrats had secured enough changes […]

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“News” on U.S.-China trade talks takes away, “news” on talks gives back

A day after "news" on the lack of progress of U.S.-China trade talks led to a decline in stocks, "news" of progress in the talks has led to a modest rally. The Standard & Poor's 500 closed up 0.63% today and the Dow Jones Industrial Average was ahead 0.53%. The NASDAQ Composite finished up 0.54% […]

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Trump says, No hurry to strike a trade deal with China in 2020, and markets tumble

“I don’t have a deadline,” Trump told reporters today in London. “I like the idea of waiting until after the election for the China deal. But they want to make a deal now and we’ll see whether not the deal is going to be right.” And with that financial markets that had been counting on […]

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Where’d that come from? Trump reinstates tariffs on Brazilian and Argentine steel and aluminum

President Donald Trump has reinstated tariffs on steel and aluminum exports from Argentina and Brazil, leaving global financial markets wondering what that means. At best, the move is based on  mis-understanding by the White House of how exchange rates work. The justification that President Trump offered for reimposing the tariffs is that “Brazil and Argentina […]

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Tariff roll back or not? Markets certainly don’t know.

The uncertainty extends even to whether or not a Part 1 trade deal between the United States and China will even get signed in 2019. Yesterday, China’s Ministry of Commerce spokesman Gao Feng said negotiators had “agreed to remove additional tariffs in phases as progress is made on the agreement. And White House economic adviser […]

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Trick or Trend: Does the Chinese cancellation of a planned farm tour mark a swing back to trade pessimism.

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday 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. It was supposed to be a good will gesture. Does that make the cancellation of […]

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With newest tariff move Chinese prove again that they’re smart negotiators

Ahead of the resumption of U.S.-China trade negotiators next month China has announced a small set of exclusions--on $1.65 billion in U.S. exports to China--from 25% tariffs that were put into place last year. The exempt goods include such minor categories as alfalfa, fish meal, pharmaceuticals, and lubricant oil. The exemptions don't include any action […]

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

... some things in the financial markets will be so similar to what they were before the Labor Day holiday that you might think you were never away at all. Not everything, though. Yes, the U.S.-China trade war will still be hanging fire. And the tariffs on $112 billion in Chinese imports that went into […]

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