U.S.-Sino trade talks
Fading Hopes of a U.S.-Sino Trade Deal Hammers Share Prices
December 3, 2019
Evidence keeps mounting that a near-term trade deal is slipping away. President Trump denied any deadline and hinted that a phase I agreement will not happen before next year. Angry about the U.S. congress’s resolution of support for Hong Kong protesters and perceived U.S. interference in Chinese domestic affairs on the mainland, Beijing officials reportedly […] More
Share Prices Strengthened on China Trade Concession and Favorable Corporate News
November 25, 2019
It’s been a risk-on start to this holiday-shortened week. Share prices rose 1.5% in Hong Kong, 1.3% in India, 1.0% in South Korea, 0.8% in Japan and 0.7% in China. European markets so far show gains of 0.4-0.6% in Germany, France, Italy, Spain and Switzeraland as well as a 0.8% jump in the British Ftse. […] More
New Hope Regarding Upcoming U.S.-Sino Trade Talks
October 9, 2019
Trade talks between U.S. and Chinese officials resume tomorrow in Washington. Pessimism about their outcome had pummeled share prices on Tuesday, but the mood has improved because of reports that the Chinese seek some kind of partial accord. Today is Yom Kippur, the holiest day of the Jewish calendar. Also, South Koreans are observing Hangeul […] More
Trade Talks Back in the Spotlight
September 27, 2019
A number of factors could have made Friday an ugly day in the marketplace — the U.S. and British political crises, weak European and U.S. data, and Japanese disinflation. But instead, the mood has been lifted by the announcement that U.S. and Chinese trade delegations will restart formal talks in Washington on October 10th. Share […] More
A Focus on Geopolitical Risk
May 7, 2019
U.S.-Sino trade talks are entering the final make-or-break stage. The Chinese delegation is coming to America, but the outcome of this final round of negotiations is much in doubt. Meanwhile, Secretary of State Pompeo abruptly canceled a trip to Germany, citing unspecified pressing matters. This mysterious cancelation raises the possibility of a major event risk […] More
