China's economy has broken past the $14 trillion barrier, two-thirds the size of the United States. But population and output increases are at decades-long lows.
Here's why grain prices are softening on the news of the China trade pact that promises huge buys of U.S. corn and soy.
Does such a large increase in Chinese spending on U.S. 'stuff' give reason to doubt that future action lives up to words on a page (or 86 pages for that matter)?
Liquidity and earnings will play a big role in how the indexes move in the days and weeks to come.
I have been among the most wary of China and its ability to change. I remain that way. But the U.S. got more than I ever thought.
The positive news flow keeps tripping up market participants that are looking for some pullback to relieve overbought conditions.
The signing on Wednesday of a trade pact should see China double U.S. imports, though exactly on what may remain secret. Investors also fret it can't follow through.
One concern for traders and investors would be that the good cheer created by the development of this Phase One deal, as well as actions taken by the FOMC, are nearing or at the point where the headline risk points in the other direction.
What appeared as a day ready to take gains higher was knocked off balance by old news.
Monday brought more record highs for the broader equity indices. As a trader, the feeling is so eerie. I'm not kidding.
Beijing appears to have eased up on its ban on tour groups and individual travel to South Korea. Watch Korean consumer stocks in 2020 if that continues.
As hard as it is to believe, there are other carmakers in the world outside of Tesla.
What happens if there is even one piece of negative information to interrupt Musk's -- literal -- victory dance?
Can we count on the recent uptrend to continue?
Markets in Thailand and Tokyo were the main losers on Wednesday, though Asian investors in general appear reassured the worst is over with Iran.
This is a market that thrives on growth. Tesla has it in spades.
The won, rupee and yuan may turn from the poorest performance in 2019 to solid runs in 2020, while the Iran-induced run to the dollar and yen may reverse fast.
What I suggest individual investors do is give their portfolios a physical. Like a visit to the doctor.
Watch for analysts and strategists to turn into armageddonists forgetting that China's the real issue.
I'm keeping a very close watch on Apple. When that goes red I expect to see that trigger broad algorithmic selling.
There are several themes today. A suspension of critical factors? I would like to think a skepticism is taking over from ignorance.
Also: People's Bank of China, the Fed, U.S./China trade deal, Brexit, USMCA.
The market still is enjoying a very strong uptrend and has a solid boost from the liquidity created by the PBOC.
No one accurately told us what would happen in 2019, so let's not try for 2020 -- but we can remember some valuable lessons.
2020 will likely present a host of different and (likely) more formidable challenges for investors and traders than were confronted in 2019.
Here are five factors to watch in the first year of our new decade -- which will skew the world decidedly to the East.
Beyond an algorithmic reaction, I do not expect an overtly positive market reaction when pen is put to paper on Phase One.
In this second part of a series on preparing for 2020, I look at what to expect ahead, especially as January starts off strong, but could end with trouble.
Hong Kong home prices are staring at double-digit percentage declines for 2020, so watch out for developer stocks.
Fear not. Everything that you thought dangerous in 2019 will still be there waiting to render you mental torture in 2020.