Updates – Earnings

Janet Yellen says yield curve inversion may be false recession signal this time

Former Federal Reserve Chair Janet Yellen said the markets may be wrong this time in trusting the yield curve inversion as a recession indicator.

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Goldman has a new strategy for beating the market during the trade war

Goldman Sachs has a new battle plan for the trade war: Buy service-providing stocks and avoid goods-producing companies.

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Stocks still have room to fall, but look to buy the dip, JP Morgan says

Stocks have fallen sharply as a trade war between the world’s two biggest economies ramped up in the past week, and according J.P. Morgan, it’s a good time to start buying.

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Jamie Dimon raves about the strength of the US consumer, calls global economy ‘not that bad’

J.P. Morgan chief Jamie Dimon on Tuesday praised the strength of the U.S. consumer following the largest U.S. bank’s strong quarterly earnings report.

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PepsiCo CFO: ‘We don’t see any sign of a consumer slowdown’ in the US

PepsiCo CFO Hugh Johnston said Tuesday that the snack and beverage giant still thinks the consumer economy is strong.

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Debt and deficits won’t be as bad as feared but are still dangerous, CBO says

Attached article explains that US debt as a percent of GDP is 141%. This figure does not include entitlement spending which is not currently funded by the US government. If we add in entitlement spending deficits, US debt to GDP is over 500%. This is why entitlement reform is absolutely coming.

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China’s Huawei and ZTE present US national security risks

Chinese tech giants Huawei and ZTE both present national security risks to the United States but for different reasons, Commerce Secretary Wilbur Ross told CNBC on Tuesday.

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Theses countries are the direct beneficiaries and winners in an ongoing US-China Trade war

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Mohamed El-Erian: Don’t underestimate a ‘Reagan moment’ for Trump on China

President Trump stands a chance of creating a new economic world order in his China trade fight, says economist Mohamed El-Erian.

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Fed’s Kashkari says US is ‘in a very strong position’ on trade battle with China

Even amid substantial bouts of market tumult, Minneapolis Fed President Neel Kashkari sees the U.S. as holding the upper hand in its trade showdown with China.

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