• US Policy
Fri December 6, 2019

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...

U.S.-China Tariff, Budget Resolution Deadlines Loom
  • Signal From Noise
Thu 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
Fri May 10, 2019

Could Higher Tariffs Play into Trump's Hand?

Much to the surprise of many investors, President Donald Trump followed through on his threat to increase the 10% tariff on $200 billion of Chinese imports to a 25% tariff. So much for the art of the deal. The President is sending mixed signals as he talks about possibility of...

  • US Policy
Fri April 19, 2019

Trade: After China Comes Japan

Lucky us. Congress remains out of session for its two-week spring break. Front and center is the long-awaited Mueller Report, a font of jokes for many a late night talk show. But it’s here and it says…it says…. Well it didn’t say much. Maybe the President did something. But we...

  • US Policy
Fri April 12, 2019

Congress Gives Americans A Break

Whew. The U.S. Congress has adjourned for a two-week Easter/Passover break, with the House unable to pass a budget plan for the new fiscal year that begins October 1. Both the House and Senate have begun the process of talking about a plan to forestall sequestration cuts that are required...

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