Down yesterday, up today–traders buy the chip stocks they sold yesterday on Huawei headlines
Stocks--especially chip stocks--have rallied strongly today on headlines saying that the Department of Commerce has granted a 90-day license for U.S. companies to do business with China's Huawei Technologies in order to service existing networks. This is especially...
Chipmakers begin to cut supplies for China’s Huawei and lead U.S. stocks down today
Call it a secondary effect of the U.S.-China trade war but it's still clearly taking a bite out of the shares of U.S. chip makers today. Last week the Trump administration added sanctions on China's Huawei Technologies that would prevent the company from buying U.S....
Saturday Night Quarterback (on a Sunday) says, For the week ahead expect…
... the U.S.-China trade war to continue to drive market volatility. But we don't know what direction this volatility will take. We could see soothing words from Washington and/or Beijing on prospects for another round of trade talks. Words of that sort lead to rally...Deere earnings victim of U.S.-China trade war
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Beijing says, If the U.S. won’t play nice, China won’t play at all
The Chinese government is using the country's official media to signal that it isn't interested in resuming trade talks with the United States under a threat of higher 25% tariffs on another $320 billion in Chinese exports to the United States. And to make the point...
China warns that U.S. sanctions against Huawei could endanger trade talks
 It's not even remotely a surprise. A day after the Trump administration declared a national emergency in order to product U.S. telecommunications for foreign antagonists--with a clear eye on China and Chinese companies such as Huawei--the Chinese government has...
Does Trump want to stretch out the U.S.-China trade war into the 2020 election?
When I first heard speculation--backed up by the usual quotations from knowledgable but anonymous White House sources--that President Donald Trump and his re-election team wanted to stretch out the tariff war with China to the 2020 election I filed it in my very fat...
Treasury yield curve inverts again–key to market direction?
Adding to Monday's market sell off or maybe causing Monday's market sell off or maybe just a result of the Monday sell off, the yield curve on U.S Treasuries inverted again on May 13. The yield on the 3-month Treasury bill at 2.38% ended the day higher than the yield...
LNG from Cheniere dead in the sights of trade war with China–short term I’d think about selling; long term I’d just hang on
LNG (liquified natural gas) from Cheniere Energy (LNG) is one of the U.S. exports most in danger in the newest round of the U.S.-China trade war. Reflective of that the stock was down 3.57%, or $2.42 a share, as of 2 p.m. New York time, to $65.45. That has taken the...
Market falls as China retaliates for U.S. tariff hike on Friday
On Friday, the Trump administration raised tariffs on $200 billion in Chinese exports to the United States to 25% from 10%. The move, the administration said, was in response to Chinese efforts to walk back provisions the country had agreed to, according to the White...
Saturday Night Quarterback says (on a Sunday), For the week ahead expect…
... more of a negative reaction from the US. stock and bond markets than we saw on Friday to the imposition of 25% tariffs on $200 billion in Chinese exports to the United States on Friday and the lack of a scheduled new round of  talks to end the U.S.-China trade...Jim’s Stock Alerts
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