After some wobbles when trade tensions hit the headlines, the markets seem to have regained their footing. For some, this seems odd, given the all to real potential for a serious escalation into a full blown trade war. We’ll look at some reasons why the markets may have started to live with the trade tensions. […]
Entries Tagged as 'Trade'
July 20th, 2018 · Comments Off on Why The Stock Market Hasn’t Buckled Under The Trade Tensions
July 6th, 2018 · Comments Off on Can China Withstand A Trade War?
Trade tensions are escalating between the US and China, and Trump argues that the US can’t lose. The Chinese economy is vulnerable at the moment, plagued by large debts which authorities are attempting to reign in and a worsening emerging market climate. The US government might be tempted to think that, given this weakness, China […]
July 2nd, 2018 · Comments Off on The Chinese Strikeback
The US President thinks the US can easily win a trade war with China as they export much more to the US than vice versa. While that is true, retaliatory tariffs are hardly the only way the Chinese can strike back, we describe four alternatives. Some of these could have significant consequences for specific US […]
June 30th, 2018 · Comments Off on Trade Tensions No Big Deal?
According to some, the trade tensions are a sideshow and the implication is that they can be safely ignored by investors, at least for now. The real crisis is in emerging markets, which are under strain from a tightening Fed and a rising dollar. We think trade tensions are already having a negative effect on […]
April 12th, 2018 · Comments Off on A Virtual Trade War?
Some argue that the president isn’t really intent on starting a trade war, plays ‘madman’ as a negotiating ploy and would be willing to settle for a symbolic victory. Investors better hope that this ‘virtual trade war’ view is correct. We look into some of the foundations of that view and come away less than […]
April 5th, 2018 · Comments Off on The U.S. Scores An Own Goal
Stock markets around the world took it on the chin after news emerged of US proposed tariffs on steel and aluminium. Such tariffs would not be a good measure for addressing the problems these are supposed to address, safeguarding US industrial jobs. The potential for escalation is large and there are a host of negative […]
November 14th, 2017 · Comments Off on Some Basic Economics 101 For Trump’s Trade Team
America is threatening to turn its back on free trade. This risks retaliation from trade partners and even the undermining of the global economic order. These are considerable risks for shareholders, especially in big international companies. Source: Some Basic Economics 101 For Trump’s Trade Team | Seeking Alpha
March 11th, 2017 · Comments Off on Trade The Trump Popularity Index
There seem to be two Trump’s, one that’s good for markets and one that’s bad for markets. Investors find it difficult to make sense of this which is adding to a sense of uncertainty and wildly different assessments. There are a few ways to trade this though. Trade The Trump Popularity Index | Seeking Alpha