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

U.S. Core Capital Goods Shipment and Non-residential Business Fixed Investment (Capex) Is the “phase one” US-China trade deal enough to reverse the slowdown? Image: Deutsche Bank Global Research

Projecting the Bull and Bear Market If a US-China trade deal is reached, this chart suggests a rally to the long-term bullish trend line at 3300. Image: Real Investment Advice

What’s The Risk Of An Earnings Recession in 2019? Maybe Less Than You May Think US-China trade uncertainty is the enemy of growth, and the impact of tariffs will weigh on corporate profits. But it looks like we’ll avert an earnings recession in 2019 if a trade deal with China is reached this summer. Image:…