This last week, the only news that talking heads seemed to want to focus on was the impeachment of President Trump by a Democrat-controlled Congress. From a market and economic standpoint, however, that really wasn’t the biggest news. It came from trade, but not from continuing negotiations between the U.S. and China; even as it […]
Read MoreThe prospect of a trade agreement between the U.S. and China, confirmed by both the White House and Chinese officials as it relates to “Phase One” of a long-term trade deal, along with generally settling geopolitical concerns that include Brexit worries, a slowing global economy, and central bank policy in both the U.S. and Europe […]
Read MorePlus, the House is expected to vote on two articles of impeachment against President Trump today, FedEx delivered disappointing earnings, and Tesla may be preparing to lower prices for its Model 3 in China.
Read MorePlus, new details are emerging on the phase one trade deal between the U.S. and China, Boeing is officially halting production of the 737 Max, and Fiat Chrysler and Peugeot might be about to finalize a memorandum of understanding to merge.
Read MoreTrade tensions, which have persisted for well over a year, have worked to amp up market tension at different periods throughout the year. Over the last couple of months, encouraging signs for trade compromise have helped the market continue the rally that has extended all year long. Autos have been shown to be particularly sensitive […]
Read MorePlus, the House just voted on the next stage of the impeachment inquiry against President Trump, Kraft Heinz is soaring after earnings, and Fiat Chrysler is merging with Peugeot.
Read MoreA little over a month ago in this space, I highlighted Goodyear Tire & Rubber Co. (GT) as a stock that offered a nearly compelling value argument. This icon of American business has really been beat down for most of the past two years, as broader industry trends pointed to weakening automotive sales growth on […]
Read MorePlus, earnings report came with some mixed results today, the market says there’s a 97% chance the Fed cuts rates again tomorrow, and Lockheed Martin just landed a massive Pentagon contract.
Read MorePlus, GM and the UAW union have finally reached an agreement, China just issued a new warning to U.S. lawmakers, and Bank of America beat estimates.
Read MorePlus, earnings season has officially begun, there could be a breakthrough in Brexit negotiations today, and Google just announced its latest smartphone.
Read MorePlus, “good things are happening” in the trade meetings between the U.S. and China, the Fed will continue its overnight funding operations through January 2020, and GM just improved their offer to end the UAW strike.
Read MorePlus, there are now multiple whistleblowers in the impeachment case, UAW workers are still on strike at GM, and Domino’s lost a key appeal this morning.
Read MorePlus, developments in the impeachment inquiry, union worker strikes have cost GM $1 billion in the last 3 weeks, and Apple shares are up on strong new iPhone demand.
Read MorePlus, oil prices are surging, airline stocks are falling, GM union workers are striking, and Apple’s newest iPhones are beating demand expectations.
Read MorePlus, retail sales rose more than expected in August, Apple got a big downgrade, and the WeWork saga continues.
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