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The markets are overreacting to trade fears

Jim O’Sullivan discusses the latest round of U.S. tariffs against China.

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Twitter

Retweet on TwitterJim O'Sullivan Retweeted
FinancialSense_Financial Sense Wealth Management@FinancialSense_·

10 Oct

On the most recent episode of FS Insider, @osullivanEcon of @hifreqec discusses current #trade talks, potential presidential #impeachment and the probability of #recession within the next year. https://t.co/R9GhDPUEO0

hifreqecHigh Frequency Econ@hifreqec·

7 Oct

Don't get excited about an August surge in household spending in Japan: It's all about consumers advancing big-ticket purchases to beat the October 1 sales tax hike. With real wages shrinking along with the population, consumer spending has no where to go but down.

hifreqecHigh Frequency Econ@hifreqec·

4 Oct

If the Yanks don't get them, the pigs will: African swine fever is a bigger threat to China's economy than U.S. trade policy. https://t.co/trutOknfkW

hifreqecHigh Frequency Econ@hifreqec·

4 Oct

On top of Brexit uncertainty, the current account gap in the UK suggests sterling may be prone to a crash. The deficit for Q2 was appallingly huge after a record Q1 gap.

osullivanEconJim O'Sullivan@osullivanEcon·

4 Oct

Was on @SquawkCNBC ahead of the employment data with @LindseyPiegza @BeckyQuick @andrewrsorkin @grassosteve
https://t.co/Ak6Ly7vj9W

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