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The China backlash

Brahma chellaney writes….The fact is that China has grown strong and rich by flouting international trade rules. But now its chickens are coming home to roost, with a growing number of countries imposing antidumping or punitive duties on Chinese goods.… Continue Reading

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Charts that Matter

US is bringing the tariff to EM and china level. Also look at India’s tariff  …… we are not victim over here… we are  a perpetrator and US is just responding. Rising oil prices, falling currency, overvalued markets, slowdown in… Continue Reading

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Market Talk

Martin Armstrong writes an interesting summary of today’s market action….The FED was blamed for stopping yesterdays US rally in equities and has had a similar effect in Asia. Jerome Powell commented that they are a long way from neutral and… Continue Reading

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Charts that Matter

As per Bloomberg…..The Number of Company Earnings Call Mentioning “A.I.” or “Big Data” Dipped in Q3. (This is the first QoQ Decline for A.I. Mentions) At the same time, the number of transcripts mentioning “tariffs” have spiked: Afterall company executives… Continue Reading