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Trade War Forecast

Our view regarding the recent escalation of trade tensions is that we are just at the start of the process and that the recent market rally yesterday is premature. Chinese investment of high-tech US companies has been stymied and regulated…

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NAFTA Negotiation Forecast

The new Trump administration has met with auto executives recently.  He has threatened a 35% tax on imports from Mexico. Yesterday, without notifying the Mexican delegation, Trump and his press secretary made the decision to build the wall. And by…

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Increasing Risk – US and China

The coming trade friction and quite possibly geopolitical tensions between the US and China should be taken seriously by market players.  In our opinion, this risk has increased. As a prelude for what to expect, look no further than what…

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