Trade War

'America First!' AWOL From Beijing, War With North Korea Looms

"All in all, Trump’s China visit was characterized by putting his 'America First!' campaign principles on ice in favor of the globalist agenda of his economic advisers and subordination of trade to the geopolitical concerns of the military Junta that runs his administration for him..."

Visualizing How Billionaire Investors Hedge Against Geopolitical Black Swans

"The world is approaching a major inflection point and the intense amount of global angst we’re experiencing now stems from deep, structural forces that have been building over decades... we are experiencing the perfect storm of '-isms': nationalism, nativism, protectionism, and isolationism."

Trump Will Own The Next Fed But "All Their Models Are In Ruins"

"Trump will own the Fed... meaning, whatever the president wants monetary policy to be, he’ll get. In other words, Donald Trump will be able to shape the Fed’s majority. But the tricky part is figuring out how he plans to shape it..."

ITC Votes In Favor Of Imposing Tariffs On Cheap (Chinese) Solar Panel Imports

In a decision that could potentially have a profound impact on US trade policy, the International Trade Commission has ruled that a flood of cheap, foreign solar panels is unfairly hurting US manufacturers, creating the opportunity for President Donald Trump to follow through on his protectionist campaign rhetoric and impose tariffs and import quotas as soon as November.

Frontrunning: September 21

  • Mark Zuckerberg’s Political Awakening (BBG)
  • Bank of Japan Sticks With Easy-Money Settings (WSJ)
  • Bank of Japan board member demands more stimulus (FT)
  • S&P downgrades China, says rising debt is stoking economic, financial risks (Reuters)
  • Boston’s Fate Lies With a Zombie Hurricane as Maria Moves North (BBG)

Trump's China-Sanctions Madness Imperils The Dollar

"If the US wants to really continue with this sanctions game, it need also be prepared to face the reality that its not 1989, and that the world may not be willing to treat dollars and US sanctions in the way the US expects it to. The likely response will only be the latest evidence that the US 'unipolar moment' is over. "

US Fires Latest Shot In China Trade War: Warns Beijing Is "Threat To World's Trading System"

It's been at least a few weeks since the topic of trade war with China dominated the news flow, so moments ago U.S. Trade Representative Robert Lighthizer decided to poke that particular wound, in during a speech in Washington said that "China’s coordinated effort to create national champions and distort markets is a threat to the world’s trading system."