Tag: China
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Wealthion Macro Bites 9/15/2025
U.S. Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng concluded their second day of talks in Madrid. Bessent announced that the two sides have reached a “framework” for a deal to resolve the TikTok dispute. The final agreement […]
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CPI Is In, Bonds React: Wealthion Macro Bites 9/11/25
CPI numbers are in for August and they saw consumers paying more for a variety goods and services and more than expected. That coupled with higher than expected jobless claims and the Fed Reserve meeting for next week is primed […]
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David Woo: Trade War Will Be Back In July — Stocks Are Tariff-Doomed!
Economist-strategist David Woo says investors are mis-pricing everything: Trump’s soon-to-be revived tariff war, China’s rare-earth dominance, and an AI bubble that’s ripe to burst. Betting on U.S. equities while ignoring these risks, he argues, is the fastest way to get […]
