public Trump 2.0 • 3 min read From Trump's Tariff-Postpone-Repeat to Court's Cease-and-Desist In imposing his tariffs in early April, President Donald Trump called the trade deficit a national emergency that justified his…
public Tariffs • 3 min read By The Shores Of Lake Geneva Here is how US Treasury Secretary Scott Bessent characterized his negotiations with Chinese trade officials this past weekend: "We…
paid S&P 500 • 3 min read From Trade Wars To Trade Deals President Donald Trump will need to declare victories in his trade wars with multiple countries around the world sooner rather…
public China • 3 min read Year Of The Snake Stock prices soared today on a better-than-expected April US employment report and news that China is evaluating US overtures to…
paid Tariffs • 3 min read Is The US In A Recession? The S&P 500 is down sharply this afternoon. Losses started in the morning due to more Trump Tariff…
paid Trump 2.0 • 3 min read Stocks Rise On Latest Trump Pivot Any day with a Trump Pivot is a good day for the stock market. Shares of automakers closed higher today…
public China • 2 min read Tit-For-Tat: The Opposite Of Panda Diplomacy The trade war between the US and China is heating up, increasing the risk that China will invade Taiwan. Let…
paid Trump 2.0 • 4 min read MARKET CALL: Follow The Bouncing POTUS In our December 17 Morning Briefing, we wrote: "With bullishness abounding, contrarian indicators are flashing red, and we see…
public Tariffs • 3 min read Bond Vigilantes Remain Unhappy It was not a happy day in the bond market. Neither was it a happy day in the stock market:…
paid Week Ahead • 3 min read ECONOMIC WEEK: APRIL 7-11 While Trump's tariffs will likely dominate the headlines, the economic week ahead will also focus on the inflationary…
paid Tariffs • 3 min read More Bad News Caused By Trump Turmoil 2.0 Trump Tariff Turmoil 2.0 has caused a stock market selloff that is in full swing. The Nasdaq fell around…