
Tag: Trade War


Are the Original Growth Investments, Agriculture and Timber, Worth It?
Housing and commodities markets can be vexing, but the world will always require what the soil yields.

Will US Allocators Stay the Course on Chinese Investments?
China’s drawbacks are prompting some hard thinking among American institutions, but the country’s allure remains potent.

Should We Even Care If the Yield Curve Inverts?
It’s a classic recession portent. But inversion’s predictive record is spotty.

Post-COVID, What’s on the World Scene That Could Muck Things Up?
Geopolitics will continue to roil the investment landscape for US investors, experts warn.

Investors’ Dilemma: Buy Stocks in Growing China, or Not?
Beijing’s hard-line policies and investing hurdles complicate the decision.

Here’s a Bullish Call: JPM Says We’re Entering ‘Market Nirvana’
The bank credits split government, a possible vaccine, Fed actions, and possible trade war abatement.

The Dollar Will Keep Falling, UBS Predicts

Why US Stocks Remain the Brawniest in the World
Strong tech outfits like Apple and Facebook help American equity returns power ahead of other nations’ markets.

Business Spending Is Headed for Another Pinch-Penny Year
The tempo of cap ex should slow to just 1% growth in 2020, the Conference Board predicts.

What? Stocks Stumble as No Hollywood Ending Caps Trade Talks?
Market once more is shocked that this fraught diplomatic cage fight is far from over.

Good Job Growth Shows Bosses’ Trade War Fear Has Ebbed, Economist Says
Pantheon’s Shepherdson finds that need for hiring amid solid economic growth calmed worries.

Market-Lagging Druckenmiller: I Was Wrong About Stocks

It’s the 5th Trade Deal Announcement: What if This One Falls Apart, Too?
The latest breakthrough is laden with ‘ambiguity’ and ‘fragile,’ says the Center for Strategic and International Studies’ China expert.

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.