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Trade War - SERIES 210 {14 articles}

A New Way to Find the Riskiest Stocks in a Trade War

10/4/2018, 6:36:13 PM
Everyone wants to know what stocks stand to lose the most in a trade war. Morgan Stanley took a quantitative approach to the problem. ✔ Many have tried to evaluate trade’s impact on stocks from a fundamental perspective, analyzing companies’ regional exposure in terms of sales, supply chains, and production ✔ Recent Morgan Stanley research took a more quantitative approach ✔ Heyes calculated the daily returns of the aggregated trade-risk proxy, and measured the correlation of each individual stock to it



US trade war: What will happen if China and the US don't reach an agreement?

10/4/2018, 4:25:53 PM
EXCLUSIVE: DONALD Trump’s administration has imposed tariffs of over $200billion (£153bn) on Chinese items, triggering a retaliation from Beijing. What would happen if the two countries fail to reach an agreement? ✔ China has retaliated with tariffs on $60bn (£46bn) of goods starting later this month ✔ Until counter tariffs are enforced on the U.S, it is too early to say who the winners and losers will be ✔ History tells us that protectionist policies from one country has a negative effect on everyone involved



Why the Election Will Boost Stocks

10/4/2018, 6:22:28 PM
Even when a president’s party loses seats in Congress, stocks have historically tended to rise. ✔ That handily bests the S&P’s average annual gain of 8.8% ✔ Steve Garmhausen ALSO IN ADVISOR CENTER Charles Schwab: Don’t Be Used-Car Salesmen Wells Fargo Losing Advisors to a Well-Known Name News Roundup: Suitability Rule, LPL, Dynasty, ESG



Pence accuses China of 'malign' campaign to undermine Trump

10/4/2018, 6:05:43 PM
Vice President Mike Pence escalated Washington's pressure campaign against ... ✔ The vote will determine whether they keep control of Congress ✔ The two countries have imposed increasingly severe rounds of tariffs on each other ✔ He also urged Google (GOOGL.O) to immediately end development of its Dragonfly app that would make it easier to track someone’s internet searches and thus strengthen the Chinese Communist Party’s censorship efforts ✔ Apple Inc AAPL.O and Amazon AMZN.O denied the report ✔ Our Standards:The Thomson Reuters Trust Principles



Breakingviews - Cyber risks deserve top billing more often

10/4/2018, 7:04:56 PM
(Reuters Breakingviews) - Trade barriers aren’t the only villain in town. Tensio... ✔ That’s a big concern, but at under $450 billion – simply translating the total estimated shortfall into dollars – not as big a one as the annual impact of hacks and the like ✔ With all this publicity, though, at least investors and corporate chieftains can’t claim they weren’t warned



US, China not invited to WTO reform meeting

10/4/2018, 7:07:04 PM
Officials say a small group of "like-minded" countries are being invited to the ministerial meeting. ✔ China, meanwhile, has been accused of not being completely transparent in opening up its economy the way it committed to under the WTO ✔ Analysts warn the dispute will have an economic knock-on effect for the rest of the world ✔ An agreement in principle on the USMCA was reached late on Sunday night after some 14 months of talks



'UPRISING AGAINST MERKEL' German businessman makes shock LEADERSHIP CHALLENGE

10/4/2018, 4:16:21 PM
A GERMAN entrepreneur has launched a bid to challenge Angela Merkel for Presidency of her Christian Democrat Union (CDU) party which forms part of Germany’s fraught coalition government, with a successful challenge potentially ending the Chancellor's rule. ✔ If she was to be toppled as CDU leader, it would call into question her validity as the German head of state - which Mrs Merkel has always stated should be separate from party leadership ✔ And the chaos culminated on Sunday with senior CDU figures claiming she should quit her post, following plummeting approval ratings and several cracks appearing across her three party coalition



JPMorgan strategist urges investors to stay bullish even as stocks face worst day in months

10/4/2018, 7:02:51 PM
Stocks plunged and volatility is spiked on Thursday as a jump in U.S. Treasury yields spooked investors. But a seasoned market strategist maintained his bullish view on equities even as trading in the market at times took on signs of panic sales. ✔ bonds will continue into fourth quarter by encouraging both retail and institutional investors to resume or increase their equity buying, said Panigirtzoglou in the report ✔ Sue Chang Sue Chang is a MarketWatch reporter in San Francisco ✔ We Want to Hear from You Join the conversation Comment



Revolve IPO: 5 things you should know about the e-commerce retailer

10/4/2018, 5:01:12 PM
Revolve is focused on millennial shoppers and the technology needed to sell this group the clothes it wants now. ✔ While we continue to implement our remediation plan, we cannot assure you we will address the underlying causes of the material weakness or that we will not identify other control deficiencies, the company warns ✔ We Want to Hear from You Join the conversation Comment



Fan Bingbing's huge tax fine reflects ire of ordinary Chinese

10/4/2018, 6:04:53 PM
Discontent swells as celebrities get richer while many are left behind ✔ Fan also shared her desire for a comeback, saying that she will continue to produce new works ✔ The root of such anger is the widening gap between rich and poor in China ✔ It seems that he will now take aim at the entertainment industry as dissatisfaction with the intensifying U.S. trade war grows



China is meddling in US democracy! Pence puts pressure on Beijing in sabre-rattling speech

10/4/2018, 7:17:35 PM
WASHINGTON has accused China of meddling in next month’s US midterm elections and conducting “reckless” military actions in the South China Sea. ✔ Mike Pence delivers his speech in Washington (Image: GETTY) A US Navy photo shows the near-miss involving US and Chinese warships (Image: US NAVY) Bloomberg Businessweek cited 17 unnamed intelligence and company sources as saying that Chinese spies had placed computer chips inside equipment used by about 30 companies, as well as multiple US government agencies, which would give Beijing secret access to internal networks



China inserted surveillance microchip in servers used by Amazon, Apple: report

10/4/2018, 7:04:35 PM
Surveillance chips were secretly installed in servers whose motherboards were assembled in China, a Bloomberg investigation has found. ✔ Photo: James Alcock Surveillance through altered hardware is more difficult to execute than more familiar hacks to software, but the results can be harder to remedy because the components must be detected and physically removed, or use of the hardware must be discontinued



Cramer's loyalty to Trump complicates Heitkamp's court vote

10/4/2018, 5:44:03 PM
FARGO, N.D. (AP) — As he made his way through a parking lot full of tailgating North Dakota State University football fans on a recent rainy weekend, there was no question Rep. Ke ✔ (AP) As he made his way through a parking lot full of tailgating North Dakota State University football fans on a recent rainy weekend, there was no question Rep ✔ China has retaliated by slapping its own taxes on crops such as soybeans, a blow to a state that sends 70 percent of its soybeans there



Trump ties, Supreme Court fight loom over North Dakota race

10/4/2018, 7:18:01 PM
FARGO, N.D. (AP) — As he made his way through a parking lot full of tailgating North Dakota State University football fans on a recent rainy weekend, there was no question Rep. Ke ✔ (AP) As he made his way through a parking lot full of tailgating North Dakota State University football fans on a recent rainy weekend, there was no question Rep ✔ China has retaliated by slapping its own taxes on crops such as soybeans, a blow to a state that sends 70 percent of its soybeans there



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