Another week, another set of potential trade war issues. Trump threatening Canada with no trade deal at all, and talk is wants hit China with another $200bn worth of Tariffs. All of this on top of rejecting EUs offer of eliminating tariffs on Cars. This has been an ongoing story recently, but as Labor Day w/e coming to an end– question is will Trade and Tariffs pick-up and will they eventually affect the US stock Markets?
Trump Says ‘Canada Will Be Out’ Without ‘Fair Deal’ on Nafta by WSJ
Trump eager to slap tariffs on $200bn of China imports via Nikkei Asian Review
Trump rejects EU offer to eliminate auto tariffs by CNBC
Exclusive: U.S. accuses China of ‘super aggressive’ spy campaign on LinkedIn via Reuters
Trade war: China suffers three-month export downturn as Donald Trump’s tariffs bite by South China Morning Post
Nafta Lives to Fight Another Day Even as U.S.-Canada Talks Stall from Bloomberg
Trump threatens to pull US out of World Trade Organization by BBC
Don’t Believe That GDP Number. Or Any Other Number. Via Bloomberg
Weekly Initial Unemployment Claims increased to 213,000 by Claculated Risk
Consumer confidence pops in August to highest level since October 2000 via CNBC
Stocks say China’s economy is in bad shape. Steel prices tell a very different story from CNBC
The US Dollar Is (Still) A Key Factor For Emerging Market Returns by The Capital Spectator
The Forgotten Bear Market from The Irrelevant Investor
Impeachment? Markets Don’t Care… by Barry Ritholtz
WeWork and the Vanashing Bond Rating by FTAlphaville
Could Index Funds Become Too Popular? From A Wealth of Common Sense
The hottest stock in the S&P is a nearly 50-year-old chip maker via QZ
Is a Confident Consumer Good for the Stock Market? By Pension Partners
The Most Important Number Not Printed in the WSJ from Elm Partners
BlackRock sounds alarm as Canada curve inversion approaches via BNNBloomberg
Debating Monthly (or Daily) Earnings from Barry Riholtz
Tech, Consumer Discretionary Sectors Leading US Stocks This Year by the Capital Speculator
The Myth of Secular Stagnation by Joseph Stiglitz via Project Syndicate
The SEC Takes A Step In The Right Direction via Points and Figures
Luck, success and the fundamental attribution error from Abnormal Returns
Which Companies Have The Highest Gross Profit Per Employee? By Priceconomics
Biotech Boom Built Wall Street’s $3 Million Analyst via WSJ
The Algorithmic Trap by David Perell
How did America become a nation of mattress stores? From Citylab
Electric Vehicles’ Day Will Come, and It Might Come Suddenly by Bloomberg
In 1973, an MIT computer predicted the end of civilization. So far, it’s on target. Via Bigthink
BlackRock’s Decade: How the Crash Forged a $6.3 Trillion Giant by Bloomberg
