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
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 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 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? 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