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Commentary & Opinion

May 6, 2019 Goldman Sachs: Here’s what could happen next with the US-China trade war

Source: CNBC

U.S. President Donald Trump’s threat of increased tariffs on Chinese goods is an indication that U.S.-China trade negotiations may have hit “a sticking point,” Goldman Sachs says in a note.

April 25, 2019 JP Morgan lays out a blueprint for how this record run in the stock market will keep going

Source: cnbc

A global growth recovery, end of trade disputes and another banner year for buybacks should send the S&P 500 to 3,000 this year, according to J.P. Morgan equity strategists.

April 2, 2019 How would a US-China trade deal impact markets? - video

Source: Fox/YouTube

Fairfax Global Markets CEO Paul Dietrich, Matson Money CEO Mark Matson and FBN's Deirdre Bolton on the outlook for the economy and markets.

April 2, 2019 The Miracle Years Are Over. Get Used to It.

Source: NY Times

Roughly, economists should have expected that United States economic growth would slow to 2 percent from 3 percent — and it has. This is the new normal for the American economy. Stimulus measures like the Trump tax cuts can lift...

April 1, 2019 Global recession fears are overblown, even as growth will stay ‘sluggish’ in 2019: PNC

Source: CNBC

“I think, as we move into the second half of the year, this narrative of global growth potentially causing problems here in the U.S. is going to shift to a stabilization of global growth and then more of a focus on things like...

March 18, 2019 Global recession prophets have misread the US and Chinese economies

Source: South China Morning Post

n the last few weeks the warnings have come thick and fast: the world economy is teetering on the edge of a new global recession, and sooner rather than later is going to tip over the edge into the abyss. Happily, the alarm bells...

March 8, 2019 Opinion: Five reasons to buy GE’s stock, and five reasons to sell

Source: MarketWatch

General Electric GE, +2.67% fell to under $7 a share in December. From the beginning of 2014 to the start of 2019, GE plummeted 67% while the S&P 500 SPX, -0.96% increased 45% in the same five-year period. And GE’s dividend is...

February 15, 2019 In China, government policies, rather than GDP numbers, tell us most about markets

Source: South China Morning Post

Crosscurrents is also an apt descriptor for what is happening within the Chinese economy. On the one hand, the government aims to support the economy. On the other hand, the importance of controlling systemic risks limits the use...

January 24, 2019 How the U.S.-China trade war ends

Source: Politico

The United States and China have just five weeks to come up with a deal that both nations can hail as “wins” in their closely watched trade war, and they’re each asking the other for major concessions heading into the next round...

January 24, 2019 Davos: Angela Merkel, Jack Ma, Shinzo Abe & More Speak At The 2019 World Economic Forum

Source: Time/YouTube

Angela Merkel, Jack Ma, Shinzo Abe and others spoke at the annual World Economic Forum in Davos, Switzerland

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