US Steps on Chinese Toes

DAILY BASKET – NEWS COMMENTARY

US Steps on Chinese Toes

MARSAL COMMENTS: The US announcement that it will sell Taiwan $ 1.42 Billion of weapons has China hopping mad. This is not what Trump tacitly agreed with Xi, China’s leader.
Taiwan is a red line for China, and using it to pressure China whether on North Korea, South China Sea or world trade, is rather crass of the US. It seems diplomacy has been put to sleep. Continue reading “US Steps on Chinese Toes”

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US Trade War?

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US Trade War?

MARSAL COMMENTS: President Trump seems determined to “Make America Great Again”. One obvious step is to reduce the trade deficit with the world. The US imports far more than it exports. The simple and fast way to do that may be to levy import tariffs on products from the main US trading partners; China and Germany. Continue reading “US Trade War?”

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Poker and US International Relations


Poker and US International Relations

We all know that Donald Trump (Pres.) is a shrewd and street-smart business wheeler-dealer. And we also know that bluffing and bullying are essential tools of street business… as well as poker. However, for these tools to work successfully, they must be accompanied by a clear vision and specific objectives. Otherwise, they soon spend themselves out and lose their effectiveness. Continue reading “Poker and US International Relations”

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A Negative Outlook Of The American Economy

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A Negative Outlook Of The American Economy

MARSAL COMMENTS: It is unlikely that Trump will succeed in jump-starting the American economy by his stimulus package or tax reductions. So, thinks David Stockman, President Reagan’s Director of Budget and an ardent believer of Supply-Side economics. Continue reading “A Negative Outlook Of The American Economy”

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American Government Pressures US Companies Not To Hire Expats

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American Government Pressures US Companies Not To Hire Expats

MARSAL COMMENTS: The US Government is actively pressuring companies to hire Americans instead of foreigners, even for hi-Tech jobs that are difficult to fill locally. Continue reading “American Government Pressures US Companies Not To Hire Expats”

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US Policy Swing – Egypt?

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US Policy Swing – Egypt?

MARSAL COMMENTS: It was almost common knowledge, that the US policy (under Obama & Hillary Clinton) encouraged if not instigated the downfall of Mubarak of Egypt and the election/installing of Mursi as president. And Continue reading “US Policy Swing – Egypt?”

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US Markets Seem Undecided

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US Markets Seem Undecided

MARSAL COMMENTS: After the Fed’s interest 0.25% rate raise, US markets seemed to continue with their upward move. However, they reflected some indecision. S&P 500 closed the week up, but it did fall the last couple Continue reading “US Markets Seem Undecided”

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US BEGINS TO PRESSURE PALESTINIANS

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US BEGINS TO PRESSURE PALESTINIANS

MARSAL COMMENTS: President Trump just phoned Palestinian President Mahmoud Abbas. The message was to negotiate directly with the Israelis and find a solution. The US will help, but will not impose its view on any party. And as a gesture of goodwill, the Israelis have stopped their planned approved new settlements building. Continue reading “US BEGINS TO PRESSURE PALESTINIANS”

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IS A US RECESSION LIKELY?

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IS A US RECESSION LIKELY?

MARSAL COMMENTS: The February US Treasury statement indicated a growing budget deficit. The 12 month running revenue was less 1.1% compared to one year ago, while spending increased 3.8%! (A record since 2008). Continue reading “IS A US RECESSION LIKELY?”

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US COMMERCIAL REAL ESTATE BUBBLE BEGINNING TO BURST?

DAILY BASKET – NEWS COMMENTARY

US COMMERCIAL REAL ESTATE BUBBLE BEGINNING TO BURST?

MARSAL COMMENTS: US Commercial real estate, especially Malls and REITs, are seriously threatened, as US retails are either filing for Chapter 11 or tightening their belts to the last notch. Continue reading “US COMMERCIAL REAL ESTATE BUBBLE BEGINNING TO BURST?”

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