The Trade War & GDP Growth

January saw the signing of a “Phase 1” trade agreement between the United States and China, signaling progress in the trade war enveloping the world’s two largest economies. “With this signing, we mark more than just an agreement,” President Donald Trump said. “We mark a sea change in international trade.” Phase 1 obligates Beijing to … Continued

Wheat Watch 2020

Looking to the first month of 2020, one of the biggest scheduled events is the expected signing of the Phase 1 trade agreement between the United States and China, which could occur as early as January 4.  While this may only represent a deescalation of tensions—as opposed to a true resolution of differences—global investors have … Continued

Yield Curve Opportunities Amid Trade War Optimism

Optimism related to the proposed “Phase 1” trade deal between the United States and China appears to be spreading like wildfire across a wide range of asset classes. It’s been reported in recent weeks that negotiators from the U.S. and China ultimately decided to try to work in smaller increments toward finalizing a broader trade … Continued