Articles tagged as


  • Crypto First Word
September 24

Key Takeaways Crypto markets sell-off following regulatory news out of China, as the PBoC released a document laying out its intentions for stricter regulation and enforcement measures on crypto. This is not the first time China has “banned” crypto (and probably won’t be the last)....

Bitcoin Is A New Concept Of Virtual Money, The Graphics And Digital Background. Coins With The Image Of The Letter B.

China crypto ban made the sell-off worse, but PBOC balance sheet growth matters more than posturing and is not the only key market driver - rally remains intact

In our crypto flash Monday night, we laid out 9 reasons we thought Bitcoin was close to a bottom around $40k. But yesterday crypto markets went for a wild ride. We got yet another sharp move lower below $30k but have since bounce back and are now at $41k.  Part of this...

  • US Policy
December 6, 2019

U.S.-China Tariff, Budget Resolution Deadlines Loom

It appears that ebb and flow of the U.S.-China trade talks continues to be the issue which markets focus on, while investors largely ignore the back and forth on the potential impeachment of President Donald Trump by the House of Representatives. Impeachment seems to be a side show for markets,...

  • US Policy
October 4, 2019

Impeachment Fever, Trade Talks; DC In Full Circus Mode

Impeachment fever has taken over Washington, D.C., but the business of governing is attempting to proceed around town. The big news next week will be the arrival of a high-level Chinese trade negotiating team. Figure the market will hang on every word, sorry, make that tweet, that comes either from...

  • Signal from Noise
August 29, 2019

Soybeans Won't Cost Trump in 2020, but Auto Tariffs Might

By Vito J. Racanelli, August 29, 2019 There’s a narrative in markets—fueled by headlines—that soybean farmers could cost President Donald Trump the 2020 election. I beg to differ. He might indeed lose the election, but it won’t be the beans. In trade wars and headlines, facts sometimes get in the...

  • US Policy
August 23, 2019

Trump Bashes China, to Meet Abe at G-7 Meeting

The main driver of markets the entire past week was the long-anticipated remarks at Jackson Hole by Federal Reserve Board chairman Jerome Powell. As has happened before, Powell disappointed many investors who expected a more dovish stance. In the event, he repeated a commitment to maintain the US economy and...

  • US Policy
August 9, 2019

Trump Shoots From the Lip; China Trade Talks to Resume in Fall

With Congress currently out of session, the nation’s attention was squarely on the terrible mass shootings in El Paso, TX, and Dayton, OH. Nevertheless, markets were focused on President Donald Trump and his important decisions with respect to the ongoing trade war with China. In the previous week, the President...

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  • US Policy
May 17, 2019

Trump's Trade Sucess- Outside China

While the focus of media and trade action in Washington, D.C., was on the escalating tensions between the Chinese government and President Donald Trump, the Administration was taking steps to find successes elsewhere. For example, the U.S. announced a postponement until at least November of its proposed tariffs on imported...

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