Results for Cold War
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Markets Pull Back after Flirting with Breakouts

May 21, 2020
Overview: New two and a half month highs in the S&P 500 yesterday failed to have much sway in the Asia Pacific region and Europe today as US-China tensions escalate and profit-taking set in. Perhaps it is a bit of "buy the rumor sell the fact" type of activity on the back of upticks in the preliminary PMI reading and hesitancy about …
Markets Pull Back after Flirting with Breakouts Markets Pull Back after Flirting with Breakouts Reviewed by Marc Chandler on May 21, 2020 Rating: 5
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A Vicious Cycle Grips Markets

August 17, 2019
The capital markets are in their own doom loop.  Poor data from  Germany and China, coupled with the escalation of the US-China trade dispute and rising tensions in Hong Kong spur concerns about the risks of a global recession.  Interest rates are driven lower, and curves flatten or go inverted, spurring more concern about the outlook.  The proble…
A Vicious Cycle Grips Markets A Vicious Cycle Grips Markets Reviewed by Marc Chandler on August 17, 2019 Rating: 5
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Rare Earths may Provide Leverage

May 21, 2019
Many American observers argue that the trade imbalance gives the US an advantage in a trade war with China.  The US enjoys escalation dominance in tariffs because Chinese imports of US goods are so much less than the US imports of Chinese goods.  However, the focus on quantities may be misleading.  For example, the ability to find substitutes for …
Rare Earths may Provide Leverage Rare Earths may Provide Leverage Reviewed by Marc Chandler on May 21, 2019 Rating: 5
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There at the Beginning

March 14, 2019
Sometimes it is difficult to gain perspective.  That is why it may be difficult to see the forest for the trees.   It is as we spend most of our time climbing a mountain:  One handhold and foothold at a time. Immediacy and urgency limit our peripheral and forward visions.

The end of the first expansion since the Great Financial Crisis may be draw…
There at the Beginning There at the Beginning Reviewed by Marc Chandler on March 14, 2019 Rating: 5
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The Future is Already Here--It is Just Not Evenly Distributed

November 08, 2018
When William Gibson would say that "the future is already here-it is just not evenly distributed," he was referring to how wealth and location determine one's access to technological advances (the future).  Yet it equally can apply to the US-Chinese relationship.
In a recent article in the Wall Street Journal, former Treasury Secreta…
The Future is Already Here--It is Just Not Evenly Distributed The Future is Already Here--It is Just Not Evenly Distributed Reviewed by Marc Chandler on November 08, 2018 Rating: 5
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