X

trade

Big 200-Day Moving Average In Stocks … A Buy, Not A Sell

May 13, 5:00 pm EST As we discussed last week, the Chinese government will use the yuan to counterpunch tariffs.…

Why Bitcoin Has Been All About Chinese Capital Flight

May 9, 5:00 pm EST Yesterday we talked about the tool China will use to offset tariffs, if a deal…

What China Has To Lose On A ‘No Deal’

May 7, 5:00 pm EST As we get closer to the hard deadline on a U.S./China trade deal, markets are…

Trump’s Win-Win Bet

May 6, 5:00 pm EST Late last week, the White House floated the idea that a trade agreement with China could come…

Why A Fed Rate Cut Would Steepen The Yield Curve

April 30, 5:00 pm EST As we head into a Fed decision tomorrow, we've talked about the prospects of a…

For Tech Giants, Compliance Costs Will Change The Business Model

March 19, 5:00 pm EST We’ve seen the verbal and Twitter shots taken by Trump at the tech giants since…

Bottom May Be In For China

March 15, 5:00 pm EST As we end the week, let's take a look at what China is doing to…

China Running At Worse Than 2009 Levels

December 14, 5:00 pm EST We've talked about the struggling Chinese economy this week. As I've said, much of the key…

Trump Is Squeezing China

December 12, 5:00 pm EST We talked about the China trade story yesterday. In a nutshell, Trump has capitalized on…

Time To Watch China’s Currency Closely

October 8, 5:00 pm EST China was on holiday last week (Golden Week).  So today, with China back to work, we…