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Market Wraps
trade war
Latest news and analysis on trade war
Macro
May 07, 2020 15:21
Trump reignites Trade war to deflect U.S. Coronavirus
woes
Trump’s appalling mismanagement of the virus means blame must be deflected to China if his polling falls. Speaking at a White House event recently, Trump told...
Damien Klassen
Nucleus Wealth
May 07, 2020 15:21
Commodities
February 06, 2020 14:44
Our most critical exports are under fire
Over the last two years, one of the biggest factors driving financial markets globally has been the US-China trade war. Nowhere has this effect been more pronounced...
Benjamin Goodwin
Merlon Capital
February 06, 2020 14:44
Macro
January 17, 2020 17:15
Christmas Crises; Missile Strikes, Bushfires, China & Trade Deal | Nucleus Investment
Insights
The topic of today's discussion was the array of crises that kicked off or continued over the holiday period, including U.S Missle Strikes in Iran and if this could...
Damien Klassen
Nucleus Wealth
January 17, 2020 17:15
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Macro
December 24, 2019 08:30
China’s Stealth War, with General Robert Spalding | Nucleus Investment
Insights
If there’s just one of our episodes you view this year, make it this one. Senior Whitehouse & Pentagon advisor and Air Force General Robert Spalding joined us to...
Damien Klassen
Nucleus Wealth
December 24, 2019 08:30
2020
December 06, 2019 11:45
Trade: Looking through the noise
There is one main reason I think trade tensions can’t be ignored in 2020 and that is because the media won’t let us. But issues that grab the headlines don’t always...
Matt Reynolds
Capital Group
December 06, 2019 11:45
Macro
October 21, 2019 10:02
The Bull Macro case under the Microscope
What could go right? In this wire, I’m taking a break from pessimism. I want to play devil’s advocate and explore what could go right with economic growth and...
Damien Klassen
Nucleus Wealth
October 21, 2019 10:02
Macro
October 18, 2019 14:56
A$ on the rise: Deal or no
deal?
The US and China are still talking about a trade deal, which is a positive outcome from last week’s meetings given the diplomatic tensions leading up to the meeting....
Sean Callow
Westpac Bank
October 18, 2019 14:56
Macro
September 23, 2019 12:40
Profiting from the trade war via a plunging Aussie dollar
This weekend’s announcements by President Trump that the US/China trade war can last another year or more (beyond the November 2020 US Presidential election) may have...
Charlie Jamieson
Jamieson Coote Bonds
September 23, 2019 12:40
Collections
September 05, 2019 14:44
Overblown or under-appreciated? 6 risks the market may have wrong
Newspapers sell fear, while equity markets sell optimism. Basing an investment strategy on the latest financial headlines is a great way to destroy capital. But while...
Patrick Poke
Livewire Markets
September 05, 2019 14:44
Macro
August 12, 2019 07:00
Will trade war history repeat itself?
Once upon a time there was an Asian country that had a large trade deficit with the United States. The US said this country manipulated its currency, engaged in unfair...
EAI
ELLERSTON ASIAN INVESTMENTS LIMITED
ASX:EAI
Followed by
23
people
EAI
ELLERSTON ASIAN INVESTMENTS LIMITED
ASX:EAI
Followed by
23
people
Mary Manning
Alphinity Investment Management
August 12, 2019 07:00
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