Tag Archives: U.S.

Near collision between US and Chinese warships – SCMP

Never-before-seen footage: A near collision between a Chinese and a US warship in the South China Sea. Read more: https://www.scmp.com/week-asia/geopol…

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Tweet of the Day: Double Yikes!

Unqualified term “war”?   Tell us it ain’t so, Ray Dalio! Remember the Great War with Japan started with trade tensions in response to the country’s agression in Manchuria, among other regions, Tokyo and Washington negotiated for months leading up … Continue reading

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Tech gadgets caught up in US-China trade dispute – FT

Looming US import tariffs on some of the hottest gadgets among younger consumers, from vaporisers to electric scooters and ‘smart home’ devices, threaten to drive up prices ► Subscribe to FT.com here: http://bit.ly/2GakujT

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China vs. U.S. trade war: Who would win?

 

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Trump’s Tax Cut Will Widen Trade Deficit

Last year’s Republican tax plan was hailed as a victory for US President Donald Trump, but it carries a hidden cost: a ballooning US trade deficit. As happened after Ronald Reagan’s cuts in the 1980s, Trump’s cut is almost certain … Continue reading

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Potemkin Trade Deals

What a farce. Why not just negotiate an increase in Korean imports of American flying cars and call it a victory?  Nothing here.  Move on. South Korea, meanwhile, negotiated a permanent steel-tariff exemption in exchange for allowing additional U.S. auto … Continue reading

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China calls on WTO members – EuroNews

Beijing urges them to oppose U.S. tariffs targeting China’s alleged theft of intellectual property.… READ MORE : http://www.euronews.com/2018/03/26/ch…

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China’s Other Nuclear Option

Sorry to be such a downer, folks. We have to stress test the macro scenarios versus current market conditions by looking at worst case events, then calculating expected values based on the most likely probabilities. Especially after such a huge … Continue reading

Posted in Apple, China, Equities, Uncategorized | Tagged , , , , | 16 Comments

Party Like It’s 1999: U.S. – German 2-year Yield Divergence

What does this mean for capital flows?  Euro should weaken, but it ain’t! ECB timid and waaaay behind the curve. The policy divergence between the U.S. & Germany is widening. The gap between U.S. & German 2-year yields is at … Continue reading

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