Chaos the New (Political) Strategy? The conflicting reports with no sense of accountability on anyone, and the resulting chaotic trading in the overnight futures markets, seems to define the order of the new political strategy/desperation. A series of irresponsible steps on the geopolitical front is fast diminishing the credibility of the U.S. on the global (more…)

Political Desperation or National Economic Interest? With the potential fiasco with the trade war now becoming clearer to the public, political desperation (or, is it sincere National Economic Interest?) appears to be pushing both Xi and Trump to consider a face-saving “partial” trade “agreement” – a clear indication of the long road ahead in making (more…)

So Close and Yet So Far! With the potential fiasco with the trade war now becoming clearer, with everything from North Korea to Syria appearing bumbled, investors seem to be fast losing confidence in a continued Goldilocks scenario with the economy – domestic as well as global. The overnight slide in the futures speaks to (more…)

It’s the (self inflicted) Tradewar Focus Week Again! For the umpteenth time, we are being told that everything is going well for a potential trade agreement with China – something that is going to be “great”, “beautiful”, “biggest ever”. And, for the umpteenth time, the markets are dancing to the tune…albeit with increasingly less and (more…)