An argument can be made the proverbial buy on rumor and sell on fact phenomena could occur following the agreement of any trade deal. Yesterday the “New NAFTA” was agreed upon and the markets had little reaction. Can we make the assumption that ...
Many times I have commented about the lack of liquidity in the markets, the result of regulatory fiat, changes in market trading structures and the massive move to passive investing. ...
Led by technologies, equities sank on reports that the US is moving toward restrictions on ownership of Chinese equities in government sponsored pension plans. I think it is noteworthy that there is bipartisan support for such a plan...
Some have commented that White House statements indicating it has no plans to delist Chinese companies helped offset the negative sentiment from Chinese remarks that it has narrowed the range of topics to be discussed. I am certain the interpretation of the upcoming meeting...
Equities rose following reports that the Administration will not target Chinese capital. Many firms have opined that such action could be potentially disastrous, a view that I share. Beijing did its part on Monday ...
Equities rallied after China indicated it would not immediately retaliate against the latest tariff increase. Even though second quarter GDP data is now stale, the recessionary narrative is prevalent in its interpretation. Headlines read ...
Fake news is not a new phenomenon. It has been around since the dawn of mankind using any delivery method to influence the populace. It is often written those who control the media can greatly influence society’s perceptions and ...
There is a growing number of analysts who are suggesting the trade war will not end until 2020 because there is no incentive for either the US or Chinese to come an agreement until then. For China they will not likely agree to the ...
Stocks advanced globally after the US and China reached a fresh truce in the trade war and agreed to resume talks towards a deal.. Gold and Treasuries retreated and oil is ...