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This is interesting: Since most global trade is parts and components en route to eventual final assembly, simple bi-lateral trade numbers tell an incomplete picture. “China happens to be at the end of many Asian value chains, taking sophisticated components from Japan, the Republic of Korea...

He will continue to do this until Dec. 2020, when the election is held. After that he will care nothing about the markets and say "to hell with it".

The flip side of the coin is that the incarceration rate in US is the highest in the world, even higher than Cuba, and four times as high as those in Canada and China. https://en.wikipedia.org/wiki/List_of_countries_by_incarceration_rate

U.S. Accuses Huawei Defense Lawyer of Conflict of Interest. The Lawyer, James Coles , was the number 2 official in Department of Justice from 2011-15. It is an interesting development. What does he know as a former #2 in DOJ? What this news say about the information/evidence that DOJ might have...

Dem are setting Trump up. Let's see in 2020.

If true, then it does not make much sense. Assembling the parts into a product added very little value, according to this report https://www.reuters.com/article/us-usa-trade-china-apple/designed-in-california-made-in-china-how-the-iphone-skews-u-s-trade-deficit-idUSKBN1GX1GZ The cost of...

hum, Honeywell relocated suppliers from US to China. This will invite Trump attacks on twitter.

This article looks at the numbers behind the US-China trade deficit, using iphone as an example, and explains one mystery (to me at least): if China had $323 billions of trade surplus to US in 2018, why China overall trade surplus was only $353 billion, meaning that except for US, China had an...

Another trade war is looming, this time with EU. Trump has to make a decision soon on tariff on cars imported from EU. EU has threaten to retaliate. Even though the amount of $20 billion is moderate, the tariff on cars is something important to the Trump's base.

Apple, P&G, GM and Ford are doing very well in China, the last time I checked.

Trump so far have kept assuring the markets that the trade talk was making progress (e.g. last Monday), or that the trade talk was constructive (last Friday). As a result, the markets bounced back from deep losses each time. But he cannot play the markets like this indefinitely, and eventually...

To discuss win or loss, you have to consider the objective of Trump. Trump's objective is to move the jobs from China to US by punishing the business which outsourced production to China. What will happen is up to guess, but my guess is that the business will move the production to other...

Yes, Trump and his cohorts did a lot of market manipulation in the last week. Last Friday when the Dow Jones was down as much as 400, he came out saying the talk was constructive, after which the market had a big turn around.

None will win.

Even the indexes recently were largely moved by the progress of (or the lack of it in) the US-China trade talks. The main stream media are too slow for this type of news. Twitter is much faster but is hard to use.

a lot of iphone

As recently as last Friday (May 3, 2019), Trump said the U.S.-China trade deal was going along pretty well. Really? https://www.reuters.com/article/us-usa-trade-china-trump/trump-says-us-china-trade-deal-is-going-along-pretty-well-idUSKCN1S91T7

IB didn't lend to this firm ("Yangtze"). Instead IB lent to some customers who used the money (e.g.margin) to buy the stock of this firm and used the stock as collateral. Normally if the stock drops, IB will sell the collateral (e.g.stock) to cover the margin. But the stock dropped so quick as a...

Ray Dalio seems to be one of the few people who predicated the rise (instead of the fall) of China in the 1980s and 1990s. "Back in 1984, I saw that there was nothing about the Chinese people that prevented them from being as successful as those in the developed world, and I knew that China was...

You are not alone or even the first to be in that ship. Gordon Chang went to China in the 1980s, worked there for a decade and came back to US with a best-seller "The coming collapse of China". He had a good argument about about the bloated SOE (state-owned enterprises), but China was in the...