Trade War

How Many Euro Crises Will This Make? It's Getting Hard To Keep Track

Every few years, it seems, one or another mismanaged eurozone country falls into one or another kind of crisis. This leads to speculation about the end of the common currency, which in turn spooks the global financial markets. Then the ECB conjures another trillion euros out of thin air and calm returns for a while. At least, that’s how it’s gone in the past. The latest crisis has more than the usual number of flash-points and could, therefore, be something new and different.

White House May Change Calculation Of US Trade Deficit, Boosting Trade War Odds

The Trump administration is considering changing the way the U.S. trade deficit is calculated, a shift that would make America's trade gap appear even greater than it has been in recent years, potentially making future trade skirmishes and wars with America's export-heavy trade partners far more likely. 

The Four Key Themes From Q4 Conference Calls

Since President Trump’s surprise victory over Hillary Clinton in November, investors and management teams have been acutely focused on the new administration’s policy proposals. As expected, all 4 key themes discussed on Q4 conference calls are closely linked to Trump's policies and include tax reform, regulation, fiscal spending and trade policy.

What Catalyst Will Start The Next Bear Market: Here Is Wall Street's Response

When BofA conducted its monthly Fund Managers' Survey, and asked what is the most likely bear market catalysts, the responses were as follows: "protectionism" = 34%, "higher rates" = 28%, "financial event" = 18%, "weaker EPS" = 15%. The "smart money" also said that the best protectionist investment is one: gold.

Why For Traders, "It's Still All About Trump"

A visa decision affecting seven very small economies does not seem like a markets story but there are clear trading implications in this case. The first is that, no matter how much investors might wish otherwise, markets are still inextricably linked to the new U.S. president.

Unprecedented Moves Towards War With China Would "Upend Supply Routes, Trigger Global Recession"

Economic tensions are tipping over into military ones. Warships have sailed, aircraft have had close encounters, and the rhetoric of Trump’s officials has shifted dramatically from the previous era. The larger threat to the petrodollar and the continuance of U.S. hegemony has been put face-to-face with a China gaining in power and confidence, and ready to depose American dominance.