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Is the Trade War Over... or Is This Just a Temporary Cease Fire?

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Manage episode 481749989 series 3455676
Content provided by Graham Summers, MBA, Graham Summers, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Graham Summers, MBA, Graham Summers, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Stocks have rallied hard from the April 8th lows with the S&P 500 recouping half of its trade war decline on announcements that China and the U.S. will be meeting in Switzerland to begin negotiations of a trade deal.

So... is the trade war over... or is this just a temporary cease fire?

This week our host Graham Summers, MBA details how the trade war has played out thus far, beginning with Liberation Day, the subsequent stock market meltdown, the bond market calling the Trump administration's "bluff" and China's recent pivot, opening the door to trade negotiations between the People's Republic and the U.S. which will begin this weekend.

Graham also outlines the implications for risk assets, specifically stocks: where the markets will go from here and what the trade war means for earnings, inflation and future returns.

You won't want to miss it!

Thanks for listening! Follow us on Twitter and Instagram.

  continue reading

49 episodes

Artwork
iconShare
 
Manage episode 481749989 series 3455676
Content provided by Graham Summers, MBA, Graham Summers, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Graham Summers, MBA, Graham Summers, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Stocks have rallied hard from the April 8th lows with the S&P 500 recouping half of its trade war decline on announcements that China and the U.S. will be meeting in Switzerland to begin negotiations of a trade deal.

So... is the trade war over... or is this just a temporary cease fire?

This week our host Graham Summers, MBA details how the trade war has played out thus far, beginning with Liberation Day, the subsequent stock market meltdown, the bond market calling the Trump administration's "bluff" and China's recent pivot, opening the door to trade negotiations between the People's Republic and the U.S. which will begin this weekend.

Graham also outlines the implications for risk assets, specifically stocks: where the markets will go from here and what the trade war means for earnings, inflation and future returns.

You won't want to miss it!

Thanks for listening! Follow us on Twitter and Instagram.

  continue reading

49 episodes

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