SNS: Technology's Second Asset / China's Second Trick: Tariffs, Tech, and Real Estate, Part I
 
 
SNS Subscriber Edition • Volume 23, Issue 26 • Week of August 6, 2018

 THE STRATEGIC NEWS SERVICE ©
GLOBAL REPORT ON
TECHNOLOGY AND
THE ECONOMY

Technology's
Second Asset /
China's Second Trick:

Tariffs, Tech, and
Real Estate, Part I

 


 
 
 
 
 

SNS: Technology's Second Asset / China's Second Trick:

Tariffs, Tech, and Real Estate, Part I

 

In This Issue
Week of 08/06/2018 Vol. 23 Issue 26

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Technology's Second Asset / China's Second Trick:

    Tariffs, Tech, and Real Estate, Part I


Just a few weeks ago, virtually all of the world business press was predicting that, if the US began what we will properly call a "tariff war," China would be the quick winner. We predicted the opposite.

Today, almost every US market and leading indicator is either up or up strongly, while the reverse is true in China. From GDP to bankruptcy rates, from Fed interest rate moves to corporate earnings, the US is up, and China is down. All US markets are looking strong - except one.



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