Exports as a Share of GDP

Exports as a Share of GDP Interesting chart showing exports as a percentage of GDP and putting U.S. tariffs into perspective. Source: J.P. Morgan Asset Management

Short-term Pessimism Almost as Extreme as December

Short-term Pessimism Almost as Extreme as December The trade war and tariffs scared the stock market. Short-term pessimism is generally a good contrarian indicator, especially at a time when the media seem to be worried about the market. Image: Ned Davis Research

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. Image:…

Who Has the Most To Lose in US-China Trade War?

Who Has the Most To Lose in US-China Trade War? The tariffs are no threat and China has more to lose economically in a trade war. Those numbers are estimates but in reality wrong ones and far too high, according to Ken Fisher. Image: Oxford Economics