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Posts Tagged ‘U.S.-China trade war’

Special Report: 10 Best Picks for the Last Six Months of 2019

This isn't  time for investing as usual. As whacky as the first half of 2019 has been--the Federal Reserve embraces interest rate cuts, the U.S. and China descend further into a trade war, the U.S. economy turns in better than 3% growth but fears for a slowdown in global growth in 2019 and for a U.S. recession in 2020 […]

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Presidents Trump and Xi now likely to meet at G20 gathering

Apparently U.S. President Donald Trump and Chinese President Xi Jinping will talk at next week's meeting of the Group of 20 in Osaka Japan. President Trump tweeted his morning: "Had a very good telephone conversation with President Xi of China. We will be having an extended meeting next week at the G-20 in Japan. Our […]

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Trick or trend: 2, maybe 3, real trends in a market of noise

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. I think there are only two, maybe three real trends in the current market. The […]

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Chip recovery keeps slipping further away, Broadcom says

Today Broadcom (AVGO) cut its annual sales forecast, saying that the U.S.-China trade war will wipe out the rebound in orders that it had predicted for the second half of 2019. Revenue at the chipmaker for fiscal 2019 will be $22.5 billion instead of the $24.5 billion the company predicted just three months ago. That […]

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U.S. stocks wander as China trade worries nag

The market doesn't go up every day so it's important not to over-react to minor weakness. As of the close today New York time the Standard & Poor's 500 index was off a slight 0.03%; the Dow Jones Industrial Average had slipped 0.05%. The NASDAQ Composite was down 0.01% and the Russell 2000 small cap […]

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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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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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Manufacturing sector contracts more than expected in May in ISM survey–but, surprising pundits, market doesn’t fold

Going into Monday, June 3, the consensus on Wall Street was that if the Institute for Supply Management's Purchasing Managers Index for manufacturing fell more than expected, U.S. stocks would follow in a rout. A lower than expected reading on the index would amplify worries that growth in the the U.S. economy was slowing and […]

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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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