Newsmakers
After Phase One Trade Pact, Talks Will Get Really Hard, Dimon Says
JPM chief is sanguine about an initial deal, but warns against more tariffs being imposed.
Tag: Trade War
Market Moves
Analysts: Earnings Will Improve in 2020
Forecast seems to hinge on progress in resolving the trade dispute. Hmmmm.
The Case for a Good 4th Quarter in the Market
Final period is the strongest, especially when the S&P 500 is up over 15% for the year, LPL’s Detrick says.
How Impeachment Could Hurt the Stock Market
Wall Street believes that investors care only about the economy, which still seems pretty good, not politics. What if they intersect?
Asset Allocation
Ray Dalio Calls China the Quiet Winner in Conflict with US
The billionaire investment impresario sees the US as a weak force in the escalating battle.
Research
Trade Wars Taking Toll on Global Growth
OECD blames dimming economic outlook on trade tensions, policy uncertainty.
Asset Allocation
North Carolina Endowment Grows to $1.4 Billion
Monetary policy and trade among the organization’s top market concerns.
Market Moves
Steve Schwarzman Knocks Beijing, as Business Chiefs Grow Leery on Trade Tiff
The Blackstone head, on old China hand, argues that the challenge to Chinese conduct is justified.
Market Moves
60% of Americans Think a Recession Likely Will Hit in 2020
ABC/Washington Post poll results are similar to survey findings at the start of the Great Recession.
Newsmakers
Exclusive: New Mexico ERB CIO Jacksha Is Worried About the Trade War
The $13.3 billion fund’s chief has very large portion of the portfolio in alts, as a buffer against bad times.
Market Moves
Despite Trump Gesture, the Trade War Will Worsen, BofA Warns
White House delay on some new tariffs doesn’t convince analysts that peace is at hand.
How Sustainable Is the Gold Rally?
As the metal shoots over $1,500 and looks to head higher, questions arise about its volatility.
Market Moves
Oh, Swell: August Is the Worst Month for Stocks
Bad things tend to happen this month, which tank the market, LPL’s Detrick warns.
Oil Prices Are in the Dumps, but Why?
The market thinks the trade war will ax demand, which is pretty good now.
Market Moves
Another Trump Tariff Hike Would Spark a Recession, Morgan Stanley Says
If the US lifts the levy to 25% on all Chinese imports, firm sees worldwide economic downturns.