US-China Trade Deal – BofA Survey

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. Picture source: BofA Merrill Lynch Credit Investor Survey

China trade deal could spark a big rally, says Jeremy Siegel

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

Projecting the Bull and Bear Market

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. Picture source: Real Investment Advice

What’s The Risk Of An Earnings Recession in 2019? Maybe Less Than You May Think

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. Picture…

Kyle Bass talks China, markets, and the Fed

Kyle Bass talks China, markets, and the Fed Kyle Bass, CIO of Hayman Capital Management, talks with Brian Sullivan about the USA-China relationship & trade deal, and the Fed. https://www.youtube.com/watch?v=WLqDyi-apDY