Tag: Trade War

The 3 Things that Threaten the Stock Rally
Look out below if the Fed doesn’t ease much, earnings dip, or the trade war heats up.

Multinationals Are Bailing from China, Larry Fink Says
As the trade war winds on with no end in sight, companies are not waiting around to see what happens, BlackRock chief finds.

OK, the China Trade Talks Are Tough, But What Would a Pact Look Like?
More US goods bought, less tech transfer, and an enforcement mechanism. Maybe.
Tepid Expansion Keeps the Next Recession at Bay, Says Yardeni
Frazzled by the 2008-09 nightmare, people have avoided excesses that set up the economy for a new plunge, the economist argues.

Dr. Doom Forecasts a Recession in 2020
Economist Nouriel Roubini sees a continued trade war and spiking oil prices as the catalysts.

As the Trump-Xi Confab Nears, Wall Street Is Leery
Lots of wariness about an escalation of the US-China trade war and bad economic fallout.

Look Out Above: Gold Rally Shows No Sign of Flagging
Forecasts say the yellow metal may reach $1,500 an ounce in coming months.

Trade War Optimism, Fed’s Pivot Boosts New York City’s Q1 Returns
Pension system’s deputy CIO explains why the markets ‘bounced back.’

Trump’s Backdown on Punishing Mexico: Trade War Peak?
Republican lawmakers won’t let him slam China with more tariffs, says Pantheon’s Shepherdson.

Druckenmiller Moves Heavily into Treasuries Due to Trade War Angst
Trump’s escalated conflict with China prompts legendary investor to shuck stocks for safe haven of government bonds.

Why Are Commodities Sliding? Blame China

Wall Street Doesn’t Have Much Nice to Say on Mexico Tariffs
President Trump’s threatened duties on US’ southern neighbor inspire dire scenarios—and a Fed prediction.

Bridgewater Tells Arizona Pension Fund China Will Be No. 1 Economy in 10 Years
Ray Dalio’s head of China research says trade war is broadly about a power shift.

Trump Risks Reelection if Trade Tiff Messes Up the Market, Siegel Says
Famed Wharton prof warns that a bad economy and stock climate will harm the president in 2020.