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- AnniLi commented Jan 19, 2017
There is a lot more at stake than the first round trade effects. The second and third round trade and economic effects would be magnified as other economies start to buy into the twisted logic of 'protectionism'. The extremer forms of Socialism and ...
What's at stake for U.S. in a trade war with China
- AnniLi commented Jan 16, 2017
Jobs are leaving America because America is no longer competitive in the global market in some (several) sectors. As Steve Roach (ex Morgan Stanley Chief Economics) has argued for years (2 decades now) the USA has a structural savings problem which ...
Will Trump’s assault on Chinese currency trigger a full-blown trade war?
- AnniLi commented Jan 13, 2017
China needs some Western help to further free up its economy and to free up China again. Trump is heading in opposite direction setting up a US led global recession. A Chinese economic recession will not be due to financial crisis but incompetence ...
China's economy is at the mercy of a force completely beyond its control
- AnniLi commented Jan 11, 2017
This kind of protectionist spiel is anathema to the Tea Party. You are not going to make US businesses more globally competitive by forcing them to produce in the USA. By corollary, the argument is that all other countries should adopt the same ...
Trump’s Border Tax Threat May Weaponize the Dollar
- AnniLi commented Jan 10, 2017
The truth is that countries and people get into all sorts of difficulties and unnecessary strife through ignoring basic economic principles and ignoring basic economic advice. Give me an economy, any economy, in some difficulty and I show you that ...
Economists have completely failed us. They’re no better than Mystic Meg
- AnniLi commented Dec 30, 2016
Hope winning out over reality. 20 January alarm set.
Why the US equity rally may peter out in the New Year
- AnniLi commented Dec 30, 2016
Obama took over when the reading was 21.
The U.S. Consumer Confidence Index for December surged nearly four points to 113.7, THE...
- AnniLi commented Dec 27, 2016
Obama took over when the reading was 21.
The U.S. Consumer Confidence Index for December surged nearly four points to 113.7, THE...
- AnniLi commented Dec 27, 2016
This is largely true - but not without its own risks. I once got out of a large USDJPY position having held long for some months a) because of the holidays and b) the fiscal cliff debate was going on and on without consensus in sight. But the bigger ...
Trading Forex Between Christmas and New Years
- AnniLi commented Dec 21, 2016
This writer has an excellent pedigree which makes him worth reading. The current wave of enthusiasm for Trump's trumpeting should continue into the New Year but with increasing risks to USD assets as the year progresses. An issue ignored in the ...
The New Cold Currency War
- AnniLi commented Dec 21, 2016
Very interesting contribution here. Markets are living in hope that the outcome will be positive - not 'could' be positive. 'Aggressive and reckless' is what I will be worrying about especially after the messages to China were so crude and ...
Ray Dalio: The shift under Trump could be more significant than under Reagan
- AnniLi commented Dec 19, 2016
Unusually, this author on this occasion has adopted a very light approach to some very heavy issues. The notion that because the Republicans have majorities in Congress and that the President is a Republican will mean plain sailing for fiscal ...
The International Barriers to Trump’s Economic Plan
- AnniLi commented Dec 16, 2016
It is clear that USA new administration elect has not spent enough intellectual capital in understanding the policies of the Chinese government (small 'g' because its not going to change). After nearly a century of subjugation to very poor ...
The US Federal Reserve is pushing China into a messy Catch-22
- AnniLi commented Dec 14, 2016
In short, the markets are buying into hope which may turn into hopeless. Trump-like leaders are great in opposition and, as he is already showing, much less effective in government. We need to analyse the walk and forget the talk. The markets are ...
El-Erian commends Trump's economic picks, says plan to ramp up debt has potential to work
- AnniLi commented Dec 13, 2016
Business confidence is trending higher and will likely lead the unpredictable consumer. Also key indicators for Australia are turning, if not dramatically, - China momentum, commodity prices including oil, the price terms of trade, and (more ...
Australia Westpac Consumer Confidence Index Declines At Faster Rate in December
- AnniLi commented Dec 13, 2016
The answer to the second issue has already been answered. Fed will need to wait to see the shape of the actual Budget and not the rhetorical Budget. This will take at least 6 months from January 2017. 2017 is shaping up to be much like 2016 and so ...
Markets Look For Conviction From Fed
- AnniLi commented Dec 13, 2016
url Sadly the US Federal Debt is already dangerously high and modern Keynesians point out the risks of pushing the limits of higher taxes. Government spending is another form of taxation (Friedman). Going with a war of words on the private sector ...
Jack Bogle says Donald Trump ‘is the new John Maynard Keynes’
- AnniLi commented Dec 6, 2016
Currency slumps (to same rate as last week).
Australia’s Economy Shrinks More Than Expected; Currency Slumps
- AnniLi commented Dec 5, 2016
Nothing new here. Same as Fischer.
Feds Dudley on CNBC: Need to see what fiscal policy is enacted first
- AnniLi commented Dec 1, 2016
This is good news for the global economy because of the sheer potential for upside consumer demand in China and demand for exports to China from the rest of the world. No other economy/group of economies has the same potential currently, nor comes ...
Yuan to fall further on outflows, USD rally, after hitting eight-year low: Reuters poll