Search Results for: trade deal

Exports to China with Trade Deal Targets This chart shows exports to China with trade targets, under the phase-one trade deal. Image: Oxford Economics

Trade War – Probability of a US-China Trade Deal The market-implied probability of a US-China trade deal rises to 40%. Image: Goldman Sachs Global Investment Research

US-China Trade Deal – BofA Survey The September edition of the BofA survey shows that 76% of clients expect a trade deal eventually, but it will take time. Image: BofA Credit Investor Survey

Trade War – Probability of a US-China Trade Deal The market-implied probability of a US-China trade deal rises to only 19%. Image: Goldman Sachs Global Investment Research

China trade deal could spark a big rally, says Jeremy Siegel Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania in Philadelphia. He comments on China trade talks and the effects on the stock market. He’s worry that the dollar has been very strong. https://www.youtube.com/watch?v=_7Y1id-I88I

China-US Trade as % of Chinese GDP The downtrend in China-US trade will be hard to reverse, even with the “phase one” trade deal. Image: Financial Times

Trade War – S&P 500 Peaks and U.S. Trade Policy What is the likelihood of a trade deal between the U.S. and China? Past market peaks have been followed by major trade escalations. Image: Deutsche Bank Asset Allocation

Survey: US-China Trade Agreements About the “phase one deal”, the latest BofA Merrill Lynch edition of the FX and rates sentiment survey shows that 65% of fund managers see a skinny agreement, delaying some tariff increases. Image: BofA Merrill Lynch

S&P 500 Year-End Target Oppenheimer projects strong gains for the S&P 500 supported by macroeconomic fundamentals, progress in trade deals, and structural technological shifts, with a year-end 2025 target of 7,100 points implying continued robust performance. Image: Bloomberg

Average Percentile of Sentiment Indicators The post-Liberation Day environment reflects a strong rebound in investor confidence and a more bullish market stance, underpinned by easing tariff fears, trade deal progress, and supportive economic and technical factors. Image: Goldman Sachs Global Investment Research

The World Economy – GDP by Country The United States has maintained its position as the world’s largest economy for over a century and is projected to continue this trend in 2025, unless, of course, aliens land and demand a trade deal! Image: Visual Capitalist