In 2015 CTH outlined how candidate Donald Trump’s proposals were in-line with those who had long argued for a return of “economic nationalism”. We also outlined when those proposals (now policy) are implemented, Fed action would be essentially irrelevant. The Federal Reserve is pegged to the Wall Street Economy. President Trump’s policies are pegged to […]
New U.S. Tariffs Will Hurt Investment in China…
Federal Reserve Cuts Rate Quarter Point, First Since ’08 – Why It Doesn’t Matter…
Secretary Wilbur Ross Discusses GDP Release, USMCA, China Trade and U.S. Tariffs…
Commerce Secretary Wilbur Ross appears with Charles Payne to discuss the latest economic data and the Q2 GDP release. Within the interview Secretary Ross explains the information behind the data; the status of the USMCA and Pelosi’s motives to delay ratification; the baseline for the U.S-China trade discussions, and the position of the administration to […]
IMF Outlines “Global” Danger from Trade War with President Trump…
An article from Reuters discussing the position of the International Monetary Fund (IMF) is interesting. Essentially the IMF is warning that “global economies” will contract by $455 billion next year due to the ongoing trade conflict between the U.S., China, the EU and to a lesser extent, Japan. Yes Alice, there are hundreds of billions […]
EPIC: President Trump Invites Chairman Kim of North Korea for a Quick Meet and Greet at the DMZ…
As President Trump begins day-two at the G20 he happens to tweet a public message to Chairman Kim Jong-Un about a quick meet-and-greet at the DMZ. You know, if you’ve got a few minutes… LOL. Too darned funny….. Obviously this possibility was the subject of the letter which President Trump recently sent to Chairman Kim […]
Trump and Xi G20 Meeting Saturday – U.S. Position: “No Concessions” – Sad Panda…
Sometimes we just read and think; sometimes we just read and laugh. This is the latter. China continually looks at President Trump and the U.S. trade position through the wrong prism. Those around Chairman Xi genuinely seem to be incapable of understanding a U.S. President who independently represents long-term U.S. larger interests, and simultaneously leverages […]
Magnanimous Panda Departs Pyongyang After “reinforcing the traditional friendship between China and North Korea”…
The money quote from Chinese Chairman Xi Jinping in the role of magnanimous panda as he departs Chairman Kim: “This visit has achieved complete success in reinforcing the traditional friendship between China and North Korea”…Kim remains hostage, and Xi highlights his captive capabilities in advance of the G20 ‘expanded’ meeting with President Trump in Osaka, […]
There It is – Chairman Xi Jinping Announces Magnanimous Panda: DPRK Hostage Release is “Correct Direction”…
As we noted on Day #1, if we watch how Beijing scripts the messaging we should be able to identify if Chairman Xi Jinping is taking the dragon approach toward his captive Kim Jong Un, or if Xi would instead reshape the geopolitics by announcing his release of Kim as a hostage: The magnanimous panda […]
Alliances – Tokyo Electron Will Not Provide Semiconducter Equipment to Trump Blacklist Chinese Clients…
There’s always a larger geopolitical dynamic when you assess the economic alliances that President Trump puts together…. Always and underlying plan… Sometimes it just takes time to surface. As we have noted, even going back to 2017, Japanese Prime Minister Shinzo Abe always appeared to be the fulcrum for President Trump’s Indo-Pacific strategy. Remember the […]
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