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Tuesday, 10 Apr 2018
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It May Not Be That Bad

Two main issues concern the market:

  • Worries about a trade war between the United States and China.
  • Worries that the US technology sector is going to be more highly regulated after a breach of database confidentiality emanating from Facebook.

ON TRADE - My guess is that this trade “posturing” by Trump and the reasonable retaliation by China, will some time, possibly soon, and possibly abruptly, end.  China is open to a trade deal and Trump is negotiating that deal in public and is smart enough not to let it get away from him. At this point the details/terms of a trade deal are not the issue, it is the potential for the negotiation to detonate

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