Quote:
Originally Posted by Saratoga_Mike
The US economy is decelerating. If credit spreads stay elevated/widen further, things will slow further. Not a political statement (I prefer not to debate politics in the financial markets area; I'm sure I've failed in the past).
Collective (add up all the major central banks' actions) reverse QE continues - turned negative just recently. Big headwind.
I like your focus on individual names - please post and good luck.
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whenever new markets for goods and services opens up in the world, the US markets went up. now it looks like we are backing away from emerging markets and the regular places that we did business with have implemented large tariffs against our goods. right here and right now, we are in a big economic war that has not yet been decided.
the China mandate has always been to take over the world, they cannot win with military, but they are sure doing a good job economically.