Trump may say China broke the deal, but here is a deeper dive into what happened -- and what the outcome is likely to be for the markets.
Keep an eye on FX markets. If the yuan drops and dollar rises, commodities and cyclical growth stocks will get hit.
The risk of being 'long and wrong' is now elevated while the upside profit potential is likely minimal.
If the market and economic data continues this way, logically the next step would be for a rate increase, not decrease -- regardless of what Trump may be demanding.
At some point, the grain markets will probably need to catch up with the stock market's enthusiasm over a pending trade deal.
Something is amiss, as macro asset classes are pricing a slower-growth, risk-averse environment ahead.
China's massive spending spree evident in the first quarter is in the past now. Here is what it means.
Saudi Arabia is primed to pick up the slack in the oil markets with the impending loss of Iranian crude as the Trump Administration ratchets up the pressure on Tehran.
This year we are seeing natural gas prices slump despite seasonal support.
Citigroup investors may need more information before calling the earnings beat a buying opportunity.