Right now, the Fed has to be worried about how much inflation the next round of tariffs is going to cause versus how much the tariffs will hurt our growth.
Jamie Dimon also expresses concern about the impact of China tariffs and a fresh GDP estimate is at hand.
As African swine flu cuts pork supply in China, Tyson could be a counter-intuitive winner amidst Chinese pork shortages.
President Trump uses economic leverage instead of infantry divisions to defend U.S. interests, and Advanced Micro Devices regains lost ground.
There is a deep psychological element to consider that may be most important when considering the health of the economy.
Our brewing Cold War over regional and global spheres of influence with China, has forced some merger activity across the aerospace and defense industry.
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Either something on trade or interest rates is going to be the next catalyst to drive this market.
If a deal with Mexico on immigration is made it will change sentiment about how to handle trade issues in general.
Anything weak is a positive to be excited about and anything strong is a nightmare because that might stiffen Powell's resolve to keep rates where they are instead of cutting them.
No one wants to be fighting the market when that headline appears.
Can markets go higher? Certainly, but we still need to see higher prices form here on higher volumes in order to confirm that those big kids are playing ball.
Comments from China, Mexico and the Fed led the way.
Fed Chairman Powell is monitoring rates and recognizes that he might have to take action if the trade wars knock down economic activity.
This may be a case where the short-term damage to markets may be for the best in the longer run.
The market is in a different place now than it was late last year, so don't expect the same kind of rebound.
A bounce on dovish Fed comments was completely reversed, which illustrates how poor market sentiment has become.
To get rates even lower, we do probably need the economy to get slower.
It isn't pretty out there but it is what is needed to get us to a low that may hold.
The main concern for investors remains escalating trade tensions between the U.S. and China.
Pay strict attention to sentiment indicators
While the bears have been unsuccessful so far in breaking support, the bulls have been equally lackluster in generating upside momentum.
When it comes to inflation, the Fed may be risking their credibility.
With slower economic growth ahead, Village Super Market may provide a haven to investors looking for companies that have defensive business models and enviable dividend yields.
The more the market knows about the weaknesses cited by Home Depot, the more cushion Lowe's has ahead of earnings.
HD isn't likely to be a casualty of the trade war.
Investors on the hunt for safe-haven stocks need to be wary of dividend yields that look too good to be true.