Trick or Trend: Have the new China tariffs reset the Powell put?
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. Today,...
Trump’s new round of China tariffs freaks out financial–especially bond–markets
So much for any hopes that the resumption of U.S-China trade talks would put an end to the tariff war in anything like the near term. The new round of talks only began on Wednesday, was adjourned after a day, and was scheduled to resume in Washington in September....
President Trump bashes China as trade talks resume
At the least the timing seems odd. Unless, of course, you believe, as President Donald Trump may, that China and its President Xi Jinping can be bullied into a trade deal. Speaking with reporters outside the White House as he headed for Jamestown, Virginia, Trump...
President’s remarks remind markets there’s still a trade war going on
At a cabinet meeting today President Donald Trump wanted to remind everyone that he could still impose additional tariffs on Chinese imports if he wants. The President also expressed impatience that the truce in the trade war with China hadn't yet resulted in a pickup...
Changes in China’s trade talks team likely mean deal, if any, later rather than sooner
For this new round of U.S.-China trade talks--with no schedule for the first meeting yet in place--the Chinese have shaken up with negotiating team by adding Commerce Minister Zhong Shan, regarded by some White House officials as a hard-liner, to Chinese Vice Premier...
Well at least they didn’t lose the phone numbers–U.S. and China trade negotiators speak by phone
Still no schedule for a resumption of face-to-face trade talks more than 10 days since President Donald Trump and President Xi Jinping agreed to resume trade talks the Osaka G20 meeting. But the two sides did talk by phone on Tuesday. No mention yet of a time table...
Trick or Trend: Who’s posturing now ahead of U.S.-China trade talk resumption
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. You'd think...
Trick or Trend: How much is already priced in?
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Sunday 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. As we wait...
Saturday Night Quarterback says, For the week ahead expect…
...a rally in U.S. financial markets as the markets got what they were hoping for out of the talks today between President Donald Trump and President Xi Jinping at the G20 conference. There are major differences in what the two countries are saying about what was...
Trump interview utterly confuses markets ahead of Saturday meeting with China’s Xi
So what  does the United States want out of the Saturday talks between President Donald Trump and Chinese President Xi Jinping? In a Wednesday interview with Fox Business Network’s Maria Bartiromo Trump thoroughly confused expectations. The market consensus had been...
Saturday Night Quarterback says (on a Sunday), For the week ahead expect…
... nervousness. With the Federal Reserve locked in, seemingly, on an interest rate cut in July, and then strongly inclined to cut rates again in September, no one really wants to step out of this market. We're talking major stimulus for the economy and a major boost...Jim’s Stock Alerts
Download Jim’s eBook for Free
