Three ideas: Trump is more likely to escalate than de-escalate after the International Trade Court ruling. What does this mean for markets. And the escaltion of Russian hostilities in Europe - one to watch and which markets are ignoring Read More
News LibraryShowing All Results
30 May 25
Uncertainty as a Certainty – Wealth Preservation Portfolio
Uncertainty as a Certainty – Wealth Preservation Portfolio Investment Conclusion There are no changes to the Wealth Preservation Portfolio this week. The ruling by the US Court of International Trade (USCIT), that the President’s use of the International Emergency Ec... Read More
29 May 25
Trump Trade Policies in disarray
#Tariffs#Trump Tariffs.#US Tariffs#Reciprocal Tariffs#Fentanyl tariffs#Court of International Trade Ruling
The US Court of International trade has ruled that the Trump Administration’s trade tariffs, both reciprocal and fentanyl, are illegal. The US Court of International Trade says Trump overstepped his authority - using a 1977 federal economic emergency law. The law does not ... Read More
13 May 25
The Phoney Peace?
#Tariffs#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#China Tariffs#Fentanyl tariffs
The Phoney Peace? Investment Conclusion The market reaction to reduced US-China tariffs is unwarranted. The S&P 500 has clawed back all of its post Liberation Day losses and is only 5% below its peak. The existing tariffs and uncertainty will do a lot more... Read More
05 May 25
China: No Pushover!
#Tariffs#US-China Cold War#US-China Relations#US-China Trade War#US-China Trade Relations#Trump Tariffs and Treaty Destruction#Fentanyl tariffs#China trade war escalatory dominance#China Trade War#China & Global South
China: No Pushover! Investment Conclusion I would not be in any hurry to participate in the current market rally in equities, bonds or the US$. The US equity market today tells us the world is only 9% worse off than when President Trump took office and as... Read More
23 Apr 25
Peter Lewis Money Talk: a lively discussion on the Trade War theme of who will suffer most and blink first: the US or China
#US-China Cold War#US-China Relations#US-China Trade War#China.#Trade War#US-China#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs#Fentanyl tariffs#Escalation Dominance
This is a good debate on the workings of a trade war, who pays and why the US suffers most. We spend time analysing why the US concept that it holds the cards is just plain wrong and is a miconception of escalatory dominance in a trade war. We look at who will suffer most and w... Read More
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us