Henderson

Trump Warns Xi: Trade War With China Begins Monday

As if there weren't enough geopolitical stress points in the world to fill a lifetime of "sleepy, vacationy" Augusts, late on Friday night President Trump spoke to Chinese President Xi Jinping and told him that he's preparing to order an investigation into Chinese trade practices next week, effectively launching trade war with China.

Frontrunning: August 7

  • Futures slightly higher after Dow's record run (Reuters)
  • Tillerson says U.S., Russia can settle differences (Reuters)
  • Hot-Stock Rally Tests the Patience of Value Investors (WSJ)
  • ‘Good Conservative’ Grassley Ramps Up His Panel’s Trump-Russia Probe (BBG)
  • Brands Strike Back: Seven Strategies to Loosen Amazon’s Grip (WSJ)

Bill Gross: "All Markets Are Increasingly At Risk"

"You have the potential for low asset returns in which the now successful strategy of “making money with money” is seriously threatened. How soon this takes place is of course the investor’s dilemma, and the policymakers’ conundrum. But don’t be mesmerized by the blue skies created by central bank QE and near perpetually low interest rates. All markets are increasingly at risk."

Frontrunning: February 13

  • 'Trump trades' on boost to economic growth come back with a bang (Reuters)
  • Trump's national security adviser Flynn trying to survive crisis (Reuters)
  • White House Is Sifting Options on Immigration Ban (WSJ)
  • North Korean Nuclear Ambitions to Be Defining Issue for Trump (BBG)
  • Netanyahu opposes Palestinian state, Israeli minister says ahead of U.S. visit (Reuters)
  • Speed Limits on Trump’s Infrastructure Drive: Federal Laws, Rare Species and Nimbys (WSJ)

The Islamization Of Britain In 2016: "More Backwards Than Some Parts Of Pakistan"

More than 100,000 British Muslims sympathize with suicide bombers and people who commit other terrorist acts, according to a 615-page survey. Only one in three British Muslims (34%) would contact the police if they believed that somebody close to them had become involved with radical Islam. Teaching children fundamental British values is an act of "cultural supremacism," according to the National Union of Teachers.