The US collected $63 billion in tariffs in the year through to June, abut half of which was from new tariffs on China.
But roughly an equal amount of those fresh levies went back on aid to farmers who had been left stricken due to the effect of the trade war on crop exports.
Farmers are slamming Trump saying the new payments aren’t filling the void, and are not helping ranchers in the long-run.
S&P 500
2,938.09
+54.11(+1.88%)
Dow 30
26,378.19
+371.12(+1.43%)
Nasdaq
8,039.16
+176.33(+2.24%)
Sutra opet crvenilo:)
Nasdaq, Yuan Tumble After US Pulls Huawei Licenses
US equity markets are tumbling after hours following reports from Bloomberg that, according to people familiar with the matter, The White House is holding off on a decision about licenses for U.S. companies to restart business with Huawei after Beijing said it was halting purchases of U.S. farming goods.
https://www.zerohedge.com/news/2019-08-08/nasdaq-yuan-tumble-after-us-pulls-huawei-licenses
Iako nije službeno,meni izgleda kao upozorenje.
Ovo mi je genijalno; dok je citav svijet grmio, analizirao u udarnim vijestima o novoj dimenciji usa Kina rata kod nad nista, ali bas nista. Sad kad su se stvari izbalansirale, burze rastu, nasi su ispuzali sa katastrofama
Da, bas citam i nevjerujem… kasne dobra 3 dana….
Jedan od rijetko dobrih članaka i analiza u Hrvatskoj za trgovinski rat,
pa dajem preporuku za pročitati do kraja. Članak kasni 3 dana kao i
onaj u jutarnjem listu, te za autora prvi put čujem, ali ga dodajem na
favorite listu.
P.S. Ne slažem se sa zaključkom članka da će uskoro doći recesija, jer će na kraju
usa i kina postići dogovor ili bar primirje, te će FED još jednom ove godine
smanjiti kamate za 0,25%, jer trump opet vrši pritisak na FED da to učini kako
bi spriješio moguću recesiju u predizbornoj godini.
Ed Yardeni, president of investment advisory Yardeni Research, believes the Dow could zoom to 31,500 by the end of next year or even sooner.
But his bullish call isn’t based squarely on economic fundamentals. Instead, Yardeni believes it’s all about President Donald Trump’s evolving trade war giving the Fed no choice but to reintroduce easy money.
“Trump has figured out the perfect way to force the Fed to lower interest rates. All he has to do is keep creating uncertainty about US trade policy,” Yardeni wrote in a recent note to clients.
Fed chief Jerome Powell explicitly called out trade uncertainty as the main risk to the American economy — a risk so great that the US central bank has signaled looming rate cuts. And Trump knows this.
Yardeni suggested that Trump could keep trade negotiations open and continue to alternate his message about how those talks are going.
“The more uncertainty, the better to get the Fed to lower interest rates,” Yardeni said.
And then the Trump administration could declare victory in the global trade war later this year or early next, lifting stocks further.
Under that scenario, Yardeni anticipates the S&P 500 will cruise to 3,500 by the end of 2020 — or sooner. That roughly translates to 31,500 on the Dow.
“It’s all about winning a second term and playing Powell to do so,” Yardeni wrote.
“My feeling is that the only chance Trump has for re-election is a good economy and a good stock market,” Siegel said.
Siegel expects a trade deal by summer of 2020, ahead of the Democratic and Republican nominating conventions.
https://www.newsmax.com/finance/streettalk/trump-re-election-siegel-trade/2019/08/10/id/928104/
Slažem se i sa Ed Yardenom iz gornjeg posta,ali ne i novinarem Telegrama,nije Trump bedak kako bi se dalo zaključiti iz njegovog teksta,naprotiv.
I ja se ne slazem s novinarem Telegrama, vec naprotiv sa ovom dvojicom kao i vi kolega
I ja isto vjerujem u trgovinski sporazum, a ako ne prije, onda svakako pred nove USA izbore. A kakav će to rally povijesnih razmjera biti na brodarima. Sad se naježim od toga. Ako bi ovakve vozarine kakve su sad ostale do proljeća iduće godine, onda nas čeka takvo ludilo na brodarima kakve je svijet vidio samo jednom i to 2008. godine.