Investors have now gone “all in” on the soft landing narrative, just like they did in 1989, 2000 and 2007…
Apple Is Just The Start: Trump Econ Advisor Warns Pain Coming for “Heck Of A Lot” U.S. Companies…
For those investors who are worried that the fate that has befallen Apple, which announced a revenue guidance cut due to a slowdown in “Greater China” coupled with what appears to be an implicit boycott by Chinese consumers, may hit more US companies President Donald Trump’s economist advisor has some surprising honesty: you are right. According […]
14,889,930,106,680 Reasons to Fear Recession…
Traders and investors will be glad to see the back of 2018. It’s been the worst rout since 1901, by Deutsche Bank AG’s reckoning, with almost every asset class delivering losses. These charts illustrate the backdrop to what went wrong this year — and hint at what could go better in 2019. $14,889,930,106,680. That’s how […]
Sabotage? Has the Deep State Destroyed Trump’s Chances of a China Trade Deal?…
Somebody out there apparently does not want President Trump to make a trade deal with China. Just after U.S. and Chinese officials agreed to suspend the implementation of new tariffs for 90 days, one of China’s most important tech executives was literally kidnapped as she was changing planes in Canada. Huawei CFO Meng Wanzhou was […]
Why Investors Are Growing Increasingly Anxious About China…
Weakness in China’s currency and a rout in its stock market in 2018 are raising warning bells among investors haunted by memories of the August 2015 devaluation scare and the ensuing volatility that spooked investors. Underscoring those fears, China’s officials reported that gross domestic product grew at a slower pace than anticipated for the third […]
Stockman: $1.8 Trillion in New Treasury Debt Will Hit Bond Pits “Like a Tornado”…
Investors have been whiplashed so far this week and it’s only Wednesday morning. On Monday, the Dow rocketed ahead by 399 points. On Tuesday, it plunged by 299 points. What changed investor sentiment so dramatically in 24 hours? David Stockman, the former Director of the Office of Management and Budget under President Ronald Reagan who […]
Russia and Saudi Arabia Dump $50B in U.S. Assets…
Investors from Russia and Saudi Arabia have cut their combined holdings of US securities by more than $50 billion between mid 2014 and 2015…