Saturday Night Quarterback says, For the week ahead expect…
Trade. Trade. Trade. Trade will dominate the headlines and set the direction for U.S. and Chinese stocks. Stocks rose last week on any rumor of movement in the U.S.-China trade talks. Friday's rally, for example, was build on optimism generated by news that U.S. and...
It’s all about the MOUs: China trade talks strategy gets clearer; U.S. not so much
Judging from this morning's news out of the U.S. China trade talks I think I can see the Chinese strategy. Step 1: Offer the United States and its President lots of money. Today the Chinese offered to buy an additional $30 billion in U.S. corn, soy beans and other...
China trade talks resume–with a notable lack of momentum
The latest round of U.S.-China trade talks resumed today in Washington. The Trump administration's March 1 deadline continues to walk nearer--although everyone on Wall Street expects that President Trump will decide good progress has been made and will extend the...
Trick or Trend: Separating the macro movers from the macro noise
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. Of course,...
Is there any way to handicap the results of the U.S.-China trade talks?
Pity those poor investors and traders (like you and me, for instance) trying to figure out what will happen--and when--in the U.S-China trade talks. I think it's pretty clear that President Donald Trump will decide to extend the March 1 deadline for success or 25%...
President Trump says he’s open to extending China trade deal deadline beyond March 1
An extension would depend on the state of the talks between the United States and China. If we’re close to a deal where we think we can make a real deal and it’s going to get done, I could see myself letting that slide for a little while,” Trump told reporters during...
China when? worries financial markets
President Donald Trump has made it clear--repeatedly--that there won't be an agreement to end the U.S.-China trade war until he has met with China's President Xi Jinping. And that's got the market worried. Because the Trump administration's deadline for raising...
Trick or Trend: So how did the China trade talks go this week?
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. The good news...
Is China serious about postponing Made in China 2025 plans for world domination in technology?
The Wall Street Journal reported today, December 12, that China is drafting a replacement for its Made in China 2025 plan to dominate advanced technologies by 2025. The plan with its emphasis on government subsidies and its implicit endorsement of aggressive...
Now President Trump says he would intervene in case against China’s Huawei to get a trade deal done with China
First, the United States puts pressure on Canada to arrest Huawei's Chief Financial Officer Meng Wanzhou on U.S. charges that she mislead multinational banks about Iran-linked transactions, putting the banks at risk of violating U.S. sanctions. Then, various...
News from the White House derails today’s rally attempt
Sometimes it's hard to draw a connection between what the market is doing and anything in the news. Sometimes it's not quite so difficult. Today the connections have been crystal clear. Markets started off in rally mode after Monday's selling. The Dow Jones Industrial...Jim’s Stock Alerts
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