Sign up to save your podcasts
Or
Share When An EasyTrade War Blows Up in your Face
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
When An EasyTrade War Blows Up in your Face
Topics discussed:
The last peace treaty in this trade war was supposed to be simple enough: The Chinese agreed to buy more agriculture from the United States and the U.S. agreed to lay off Huawei. Not even that was able to last. The intense stock market volatility of the last week is not the most problematic aspect of the trade war from an economic standpoint. We will focus our analysis on:
(1) The macroeconomic impact on U.S. growth, and
(2) The currency implications for global markets
The outlook for U.S. economic growth is falling apart under the pressures of this trade war. Focusing on the far right of this chart, you see the Business Investment aspect of GDP growth (blue line) accelerating significantly after President Trump was elected, in line with the CEO survey on planned capital expenditures (red line). And then you see both collapsing together in response to trade tensions.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
View all episodes
By The Bahnsen Group
4.9
564564 ratings
Topics discussed:
The last peace treaty in this trade war was supposed to be simple enough: The Chinese agreed to buy more agriculture from the United States and the U.S. agreed to lay off Huawei. Not even that was able to last. The intense stock market volatility of the last week is not the most problematic aspect of the trade war from an economic standpoint. We will focus our analysis on:
(1) The macroeconomic impact on U.S. growth, and
(2) The currency implications for global markets
The outlook for U.S. economic growth is falling apart under the pressures of this trade war. Focusing on the far right of this chart, you see the Business Investment aspect of GDP growth (blue line) accelerating significantly after President Trump was elected, in line with the CEO survey on planned capital expenditures (red line). And then you see both collapsing together in response to trade tensions.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
More shows like The Dividend Cafe
View all
Renewing Your Mind
5,211 Listeners
The Briefing with Albert Mohler
8,698 Listeners
Ask Pastor John
3,958 Listeners
White Horse Inn
2,199 Listeners
5 Minutes in Church History with Stephen Nichols
1,712 Listeners
Mortification of Spin
844 Listeners
Breakpoint
3,108 Listeners
The World and Everything In It
7,188 Listeners
Plodcast
995 Listeners
Compelled - Christian Stories & Testimonies
1,065 Listeners
Simply Put
1,435 Listeners
Life and Books and Everything
642 Listeners
Capital Record
453 Listeners
Morning Wire
26,679 Listeners
Things Unseen with Sinclair B. Ferguson
1,567 Listeners