Episode: Why Markets Are Confirming Trump’s Trade War Advantage


Stansberry Investors MarketCast Logo
Subscribe
Why Markets Are Confirming Trump’s Trade War Advantage

Markets dip a little on rumbles of a trade war escalation, a slight downward revision for GDP growth figures, as well as big banks’ stress tests. John reveals the main bright spot this week for markets: a comprehensive capital analysis review straight from the Fed that sets up a handful of the big banking stocks to dramatically ramp up their stock buybacks and dividends – more than $110 billion from the top four banks alone.

John makes a prediction about the latest volley in the trade war – tariffs to be slapped on $36 billion worth of goods. “I think it’s going to happen because Trump wants to send a message.”

 

Buck Sexton, nationally syndicated radio host and co-host of Porter’s Stansberry Investor Hour, joins the crew to make sense of China’s game plan for a trade war.  As a former intelligence officer at the CIA, Buck has some insights as to just how much punishment Beijing is willing to take.

 

Greg explains why equity markets’ reactions show Trump is negotiating from a position of strength. “If you just purely look at what equity markets have done, China’s down over 20%, the U.S. is kind of flat.”

 

John asks Buck if the E.U. is in a slow-motion process of unraveling in the wake of Brexit. Buck puts his finger on the fundamental flaw in the E.U., and why Germany – perceived as the strong link in the E.U. experiment – was actually a catalyst for Brexit.

 

Scott makes a prediction on the impact that renewed Iranian sanctions will have on oil prices, and Buck shows how the Iranian deal was engineered by the Obama administration to be, in many ways, irreversible.



Stansberry Investors MarketCast
Users who viewed this episode also viewed...

Stansberry Investors MarketCast > Why Tech Keeps Dominating the Broader Bull Market

Your Marketcast hosts recap last week's market movements. Scott notes that the gains are concentrated around a small group of stocks – AMZN up 55% for the year, and NFLX almost 100%, as the tech-laden Nasdaq outpaces the S&P 500 this year by almost 3-to1. Scott and John discuss what that could mean for the S&P 500...

Stansberry Investors MarketCast > 20: Signs of a Recession and How to Play a Market Top

Since 2008, the global monetary system has sent trillions coursing through economies on a one way bet for growth. What happens when it all starts to unwind? John and Scott wonder what the Eurozone will look like next year as a breakup of the euro is being tossed around, refugee issues boil over, and QE comes to an end...

Stansberry Investors MarketCast > Why "Late Cycle Sectors" Are Piling Into This Bull Market

John and Scott recap the week that was – a solid week for the S&P 500 and an even better week for the tech-heavy Nasdaq, with small-caps outpacing both – and John notes how “late cycle” sectors – the areas that usually tag along towards the end of bull markets – are up as much as 10% over the last month...
Comments (0)

Login or Sign up to leave a comment.

Log in
Sign up

Be the first to comment.