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trade

China’s Leverage On Trump Tariffs

October 3, 5:00 pm EST China remains the hold-out on making a deal with Trump on trade.  And itlooks likely that they…

Next On The Trump Economic Agenda: Infrastructure

October 1, 5:00 pm EST Given the global nature of business within the Dow constituents, the DJIA has been the place…

Bottom Is In For Chinese Stocks

August 20, 5:00 pm EST As we discussed on Friday, with China coming back to the negotiating table on trade,…

Movement From China On Trade Equals Success

August 17, 5:00 pm EST Back in July, we talked about the significance of the President of the European Commission coming to Washington…

Why China Is Returning To the Negotiating Table On Trade

August 16, 5:00 pm EST On Tuesday, we looked at the similarities between the recent currency collapse in Turkey, and…

Movement Equals Success On Trade

July 25, 5:00 pm EST Last week Larry Kudlow, the White House Chief Economic Advisor, hinted that Jean-Claude Juncker (head…

Amazon Is To Corporate America As China Is To The Global Economy

June 27, 5:00 pm EST We've talked about the case for a shakeout in Amazon. It was up big today…

Trump’s Extreme On Trade Is Creating Movement

June 11, 5:00 pm EST Last week we stepped through all of the components of economic output and talked about…

Economy, Part 1: Positive Surprises Are Coming

June 5, 5:00 pm EST We've talked the past couple of days about economic growth and the likelihood that we're…

Here’s Why Concessions From China On Trade Are Big Wins

May 23, 5:00 pm EST There has been a lot of attention over the past couple of days on China…