This is not meant to be a political discussion but an inquiry about potential future earnings impacts for Trump’s current trade ‘discussions’ with China, Japan, the EU, et al. I see a lot of comments in the press but almost none on what could happen if Trump’s negotiations are ‘successful’. For instance, if he is successful in getting the Chinese to recognize international standards for intellectual property (IP) rights, that could bolster company earnings that derive from a lot of IP (Cisco comes to mind). Anyone really know what the US administration is trying to accomplish and what the possible impacts are? Links to other sites welcome as well. thanks.
I’m fairly certain that trump is just living day to day and trying to bully people into “winning deals”. China doesn’t like to get bullied, doesn’t need to pander to its base and has all the time in the world. My guess is that SP500 earnings have nowhere to go but down.
I agree.
Trump’s political chaos strategy is starting to impact business in the US in a biting nasty way. Ever increasing “Tariff wars” with more and more nations and more and more economic sectors will have an impact. Debt is also skyrocketing as if there was no tomorrow. Plus a potential war in the Middle East. Nothing good for stocks.
I am raising cash.
Werner
I am trying to keep an open mind about all of this.
Here are some recent articles I found on the effect of the trade war on potential company earnings:
https://www.marketwatch.com/story/the-trade-wars-next-casualty-corporate-profits-2019-05-29