The Pivot In U.S.-China Trade Policy May Herald Long‑Term Tension

In any trade negotiation, the last few innings are usually the most fragile since that is when more difficult issues are addressed, and the U.S.-China negotiations in early May are certainly proof. We had shared in the growing optimism that a deal would be secured given the political appetite on both sides, although we did…

Top 5 Charts Of The Week: USA & China Macroeconomic Trends

Here’s some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. Hope you enjoy! 1. U.S. Economic Optimism: Here’s an interesting chart – it shows the…

The World Is Watching China’s Consumers

By Andrew Capon China has entered the Year of the Earth Pig. Astrology experts prophesize that those born this year will be good-natured, calm and lucky. Recent economic data suggests that these resilient characteristics will prove useful. The official GDP report issued on January 21 was far from auspicious. Q4 2018 GDP growth (6.4 percent)…

What’s Powering January’s Market Rally?

On the latest edition of Market Week in Review, Chief Investment Strategist Erik Ristuben and Sophie Antal Gilbert, head of AIS business solutions, discussed the recent rally in equity markets, developments on the Brexit front and the impact of the U.S.-China trade war on consumer and business sentiment. Markets on the rise, but declining consumer…

This Week In Money – December 1, 2018

Ross Clark – Crude oil’s decline, interest rates, gold. Rick Ackerman – China/US Trade, G20, interest rates and the car business. James Corbett – Japan, China, steel quality. Larry Reaugh President & CEO of American Manganese Inc. Jared Lazerson President & CEO of MGX Minerals Produced by HoweStreet.com

Commodities Face China Headwinds Amid Slowing Consumption

Original Post By Stuart Burns How often have you seen headlines like “Copper rises on strong Chinese growth” and China’s industrial profits rise the most in four years on commodity prices”? Apparently, a mutually supportive cycle of strong growth fuels rising commodity prices, and rising prices fuels strong growth. But recently, we have seen a…