
Bulls, Bears & BS
Bulls, Bears & BS
Is the Trade War Over... or Is This Just a Temporary Cease Fire?
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!
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