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Market Talk – July 19, 2019

ASIA: The latest news regarding the U.S.–China trade deal is that progress has stalled. China demands that the U.S. changes their stance and ease restrictions on Huawei. The U.S. and Chinese senior officials spoke by phone this week, this represents only the second call since the G20 meeting in June where the two countries agreed […]

Market Talk – July 17, 2019

ASIA: China told the Trump administration today to “make up its mind” regarding the trade deal, according to the South China Morning Post. China also warned that additional tariffs will derail the current negotiations. U.S. Treasury Secretary Steven Mnuchin this week stated that he and his entourage could be traveling to China this week if […]

Central Bankers on Their Knees Pleading with Politicians

Our confidential sources are reporting that the Fed, ECB, and BoJ have agreed to lobby politicians in an attempt to warn them that they cannot continue propping up the world economy. The ECB, in particular, has been keeping the EU on life support and they have no room to lower interest rates to try to […]

Market Talk – July 16, 2019

ASIA: President Trump said today that there is a long way to go to reach the conclusion to this US-China trade deal. Additionally, there is a possibility of adding tariffs on another 325 billion USD worth of goods. China, meanwhile, has added another member to the negotiating team – the current minister Zhong Shan who […]

Market Talk – July 15, 2019

ASIA: China’s released new data today that showed the economy grew at the slowest pace in 27 years, with the trade war with the United States being the prime suspect. China grew 6.2% in the second quarter of 2019, a drop from 6.4% in the first quarter, according to data released by the Chinese government. […]

Market Talk – July 11, 2019

ASIA: President Trump tweeted today that China has let us (the U.S.) down by not purchasing American agricultural products as promised. This could impact the possibility of an amicable trade agreement. The positive reports indicating progress seem to have no positive end goal. Trump concluded his tweet with “hope they will soon,” a more optimistic […]

Market Talk – June 27, 2019

ASIA / AUSTRALIA: Tomorrow,  the G20 meeting will commence in Osaka, Japan. Chinese President Xi Jinping has met Japanese Prime Minister Shinzo Abe prior to the meeting in order to try and build a relationship going forward. Meanwhile, the U.S. and China have reportedly agreed to delay any tariffs until the two sides meet at […]

Market Talk – June 21, 2019

ASIA / AUSTRALIA: The US has added five more Chinese companies to a US blacklist that restricts US companies from dealing with the companies on the list. Of those included on the list is a Chinese government-owned supercomputing company, with military applications and dealing with national security. The companies “pose a significant risk of being […]

Market Talk – June 19, 2019

ASIA / AUSTRALIA: Nikkei has reported that Apple plans to move some of its manufacturing out of China. However, it is unlikely that the jobs will go to the US against the president’s wishes. “A lower birthrate, higher labor costs and the risk of overly centralizing its production in one country. These adverse factors are […]

Market Talk – June 17, 2019

ASIA / AUSTRALIA: Hong Kong repealed their decision to allow extradition to China after thousands went to the streets in protest of the original decision. Prominent activist Joshua Wong has called for the city leader Carrie Lam to step down. Chinese technology giant Huawei has admitted that there has been as much as a 40% […]