Commodities are taking off. As my readers know, I prefer this asset class as my inflation trade. This morning, we heard that inflation in the US came in at…
trade war
China is spooking the stock markets. It seems like a long time since I have said this. Remember the pre-pandemic days when the stock markets moved on anything US-China…
I must admit, I was spooked when I saw the USDHKD break below peg support before the weekend. I knew this pointed to a currency war behind the scenes…
Travis Kalanick’s Exit Uber Inc.’s former CEO Travis Kalanick is not only stepping down from the board but has also offloaded his entire stake at Uber – a grand…
There we go. It’s here. President Donald Trump agreed to a phase-one trade deal with China, averting the Dec 15 introduction of new tariffs on $160 billion worth of…
“No Deadline” for Tariff Man Stocks dropped and bonds rallied in global markets shortly after President Trump fired his tariff weapon to France and Latin American Countries yesterday, and…
Return of the Tariff Man Thanksgiving is over, and tariff man strikes again! This time: the victim is France. The US proposed tariffs on some $2.4 billion in French…
Deal or No Deal? We’ve heard major news about the “phase one” deal being finalised and markets have traded up on looming optimism. But let’s not forget that Hong…
Dell Earnings The firm reported third-quarter earnings today that beat estimates for earnings per share, but fell short of meeting the street’s revenue expectations. Here are the stats: 3Q…
China is “Cautiously Optimistic” China’s chief negotiator said that he was “cautiously optimistic” about reaching a phase one trade deal with the US despite tensions over Hong Kong. Liu…