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Investors bracing for tariff hike as trade war intensifies

Investors bracing for tariff hike as trade war intensifies


GREAT TO SEE YOU.>>THANKS. PLEASURE TO BE HERE. JACKIE: LET’S START BROAD AND DRILL DOWN A LITTLE BIT AND JUST TALK ABOUT THE CHINA TRADE NEGOTIATIONS. THERE ARE MARKET INVESTORS LOOKING AT THE NEWS AND SAYING THEY THINK A DEAL IS IMMINENT. THE STOCK MARKET WOULD CERTAINLY LIKE THAT. YOUR THOUGHTS ON WHETHER THIS CAN BE ACHIEVED IN A TIMELY FASHION.>>STOCK MARKET WOULD LOVE IT. I WOULD LOVE IT. BUT I THINK IT’S PROBABLY NOT GOING TO HAPPEN. NOT IN THE NEAR TERM. YOU REALLY HAVE TO LOOK AT THE INCENTIVES OF THE DECISION MAKERS TO FIGURE THAT OUT. IF YOU LOOK AT IT FROM TRUMP’S PERSPECTIVE, TRUMP HAS TO APPEAR TOUGH ON CHINA TO HIS BASE. AT THE SAME TIME, CHINA DOESN’T WANT TO SIGN ANOTHER HUMILIATING TRADE AGREEMENT THAT HAS ECHOES OF THE CHINESE/JAPANESE TRADE AGREEMENT. THEY ALSO DON’T WANT TO SIGN AN AGREEMENT THAT DOESN’T LOOK GREAT RIGHT IN FRONT OF THE 70th ANNIVERSARY OF THE PRC. THOSE ARE REASONS YOU ARE NOT GOING TO GET SOMETHING REALLY SHORT-TERM. I THINK YOU ALSO HAVE TO LOOK AT IT FROM CHINA’S PERSPECTIVE. THEY BENEFIT FROM JUST STALLING AND WAITING AND GOING THROUGH THE ELECTIONS TO SEE IF TRUMP WINS AGAIN AND IF THEY HAVE TO CONTINUE TO DEAL WITH HIM. I THINK THE MOST LIKELY SCENARIO IS WE PROBABLY DON’T SEE ANYTHING HAPPENING, YOU SEE A LOT OF STALLING FOR THE NEXT SIX, NINE MONTHS. JACKIE: OKAY. AND YOU KNOW, IT’S WHEN PEOPLE DON’T WANT CERTAIN STOCKS THAT TYPICALLY IS THE BEST TIME TO GET IN THEM. YOU ARE STANDING BY CHINESE EQUITIES AND CITING THAT AS ONE REASON WHY, BUT IT’S HARD TO, YOU KNOW, A HARD PILL TO SWALLOW WHEN PEOPLE ARE WORRIED AND NERVOUS ABOUT THE REGION. WHAT’S ALSO INTERESTING, THOUGH, IS CHINA AT 11 TIMES EARNINGS IS A ONE OF THE CHEAPEST MARKETS IN THE WORLD RIGHT NOW. MAKE THE CASE FOR ME ON WHY WE SHOULD BE BULLISH ON CHINA.>>FIRST OF ALL, I’M NOT SURE YOU SHOULD BE BULLISH ON CHINA BROADLY. ADMITTEDLY, IT’S REALLY CHEAP, 11 TIMES EARNINGS REL TOI 11 TIMES EARNINGS RELATOI 11 TIMES EARNINGS RELATIVE TO THE U.S. BUT THERE ARE GOOD REASONS IT’S CHEAP. THE ECONOMY IS WEAK, IT’S GOING TO GET WEAKER. HOWEVER, THERE ARE SOME REALLY BRIGHT SPOTS AND POINTS WITHIN CHINA THAT YOU CAN INVEST IN. YOU DON’T HAVE TO BUY EVERYTHING. FOR EXAMPLE, CONSIDER 5G. YOU SEE CHINA IS REALLY THE LEADER IN 5G. THE MARKET’S MASSIVE. THE TOP THREE TELECOMS ARE PLOWING MONEY IN AND ACCELERATING DEPLOYMENT. THINK OF IT THIS WAY. HUAWEI ON THEIR FIRST 5G PHONE, WHEN IT WAS FIRST RELEASED, THEY GOT A MILLION ORDERS THE FIRST DAY. I THINK YOU WILL SEE A LOT OF PRODUCTIVITY INCREASE AND A LOT OF INFRASTRUCTURE BUILD FROM 5G. THINGS LIKE HEALTH CARE, RISING DISPOSABLE INCOME IS DRIVING, AND ASIAN DEMOGRAPHICS, BOTH OF THOSE THINGS ARE DRIVING INCREASE IN HEALTH CARE NEEDS IN CHINA. I THINK THAT’S GOING TO BE A GREAT PLACE. ALSO, CONSUMPTION UPGRADE. DESPITE SOME WEAK MACRO TRENDS, CONSUMERS HAVE MORE MONEY TO SPEND AND ARE WILLING TO SPEND IT. SO PREMIUM BRANDS, LIKE PREMIUM BEER VERSUS CHEAP BEER, THOSE ARE THE BRANDS THAT ARE ACTUALLY DOING WELL IN CHINA. I THINK YOU REALLY HAVE TO BE MORE SELECTIVE, YOU HAVE TO BE A GOOD STOCK PICKER AND GO INTO CHINA AND YOU WILL DO JUST FINE BECAUSE YOU ARE BUYING A VALUATION THAT IS ASSUMING SOME REALLY BAD NEWS DOWN THE ROAD. THERE ARE SPOTS THAT LOOK REALLY GREAT.

Comments (100)

  1. This guy looks like a alien wearing a people suit a episode of Dr.strange comes to mind

  2. President Trump please support the HK people’s too many student got arrested by HK and Chinese Government on August 29 2019

  3. With the dow up to 26, 600 points again, it can take it.

  4. 13 months before Trump leaves office. Every leader in the world are going to wait him out. That's why everything is relatively quiet. Nobody is making any proposals to Trump. Everybody has been keeping their heads down.

  5. Good. Lets get this done. Fair trade or No trade. Go Trump

  6. Nobody is talking about tariffs only these Fox news traitors are talking about it to pressure President Trump into a deal so that their corporate donors won't lose money. Fox news was never about the people, they only care for themselves and money in their pockets. Fox news is just lucky they picked the republican side to grab on to. These people don't care for the American workers and the American people losing jobs to foreign competitors who stole jobs and money from our people. Fox News only cares for Fox News and those are the facts.

  7. But but ! The lies of Trump's talking to the Chinese about a beautiful trade agreement, when he was at the G7 meetings.
    Maybe Trump lives in alternate universe.
    LOL

  8. FOX has become CNN!

  9. I thought trade wars were easy to win?

  10. Trump Tariffs = Tax on Americans

  11. Buy American…Then No Tariff Worries….Duhhhh

  12. Did y'all run this past your orange boss before you aired this segment?

  13. As Trump has hissy fit*

  14. CNN 2007
    "It will take 20 years for the economy to slow down".
    2008 the big crash.
    Never trust this media communist fake news manipulators
    Trump 2020.

  15. Trump would tell us what his plan is but he doesn't know what it is either..Just Sayin' !!

  16. This guy didn’t know what he talking.

  17. I would like an economist to explain to me why the hell Trump insists on putting more tariffs on China?? It’s really pissing me off because it’s affecting my investments! 😡👎🏼

  18. DONT INVEST IN CHINA IDIOTS.DONT BUY FROM COMMUNIST COUNTRIES IDIOTS.DUH.

  19. Why he smile the whole video… I feel creeped out

  20. 6 to 9 months later all US bonds in China will be long sold. Thinking China can last 6 months with a tariff is stupid. You probably think their official GDP growth of 6 % is real. Xi told his people to get ready to eat grass

  21. For world Peace Free Kashmir, boycott india products.

  22. We are behind President Trump, screw China, we should never do business with these criminals, EVER! forget them and move on.

  23. The stonk market is failing?

  24. Disney land bought Fox and Winni The Pooh took over. 🍯 🐻

  25. The aggregate IQ of this entire comment thread must be sub 100.

  26. CHUMP bankrupted Everyone of his businesses, now on to the Country! Thanks Right Wing

  27. I hate to see Obama's great work for our economy being trashed like this.

  28. NOBODY WINS IN TRADE-WARS, ITS LIKE GOING AGAINST THE GRAIN OF LIFE!!

    AS DUMB AS TRUMP IS, HE HAS MORE BALLS THAN ALL THE POLITICIANS, GENERALS AND THEIR TROOPS, SPECIAL FORCES, GOVERNMENT AGENCIES AND THE WEALTHY TYCOONS OF AMERICA!!!!!

    NOBODY SEES THE HIGHEST IMPORTANCE OF SACRIFICING THEMSELVES FOR THEIR COUNTRY,………………UNTIL ITS TOTALLY WIPED OUT IN CHAOS, WAR WITH VARIOUS COUNTRIES AND EVEN WORSE……..CIVIL WAR……ALL BECAUSE WE HAVE THE WEAKEST, GREEDIEST AND DIRTIEST BACKSTABBIN UNTRUSTWORTHY PEOPLE IN GOVERNMENT!!!

    I PRAY THE ENTIRE HUMAN RACE IS WIPED OFF PLANET EARTH CAUSE APPARENTLY OUR CREATOR F_CKEDUP, BUT NOBODY'S PERFECT!!

    WE JUST REBOOT…….BUT WITH A HIGHER GRADE THAN HUMAN LIFE FORMS, A 2.0 VERSION!!

  29. "So stupid, so stupid. Thank you. Thank you." -fake tanned reality TV celebrity and Hollywood associate of Jeff Epstein.

  30. Who can believe today. This guy who is stuffed into his suit says China in certain sectors a great buy. Then you have guys like Kyle Bass saying China has record debt, overleveraged, many banks that will need to be bailed out.

  31. Keep going. China is a cancer that should not be allowed to fester. Cut it out before it makes the world terminal

  32. Trump's an idiot and will ruin our economy.

  33. Yay! Gold and Silver Higher!

  34. Stop buying that chinese junk. Have you ever used a chinese plastic hammer? Or one of the particle board dressers that have to be assembled? It's junk straight out of the box. They've been taking our garbage and melting it into kids toys and low grade crap. I'm sure you brag to your friends when your tools have that sticker that reads, Made in China.

  35. There be no deal with China . we are at war

  36. LOVE TRUMP
    NO MATTER WHAT THE MEDIA SAYS AMERICANS KNOW TRUMP IS SMART THAN REPORTERS
    PRAISE TRUMP FOR ALL HE'S ACCOMPLISHED OR FIND SOMEONE ELSE IN YOUR TABLOID BIASED NARRATIVE

  37. Trump said China was going to eat the tariff costs and not pass them on to US consumers…….just like Mexico was going to pay for the border wall…….

  38. India is a cheaper investment, with a better supply of engineers.

  39. Hit China hard. And deport all illegal Chinese. Charge 4x more for them to come to college over here. Make China feel the pressure they extended to others.

  40. Remember when the government was shut down for weeks? The amount of toll it took? Trump will not cave until demands are met. On the other hand China as mentioned below is probably waiting him out until 2020. We are in a chess match each weighing out the other. Invest smart, and lets just do this. However each economy will suffer as a result and in the long run I think negotiations will be met before 2020.

  41. Win the trade war and you we will all have massive gains. Stay the road Trump

  42. This is all about Putin trying to slow China's role.

  43. Can someone nicely asked president to up the terrorist by another 25%

  44. FukX Spewz Rulez…………….It's Inbred Repuke Toolz!!!

  45. When will you clowns learn to govern?

  46. China gov is sucking American money and will not return to us.

  47. The guest is wrong

  48. The American worker has been taking it on the chin long enough. It is time for the investors to show their patriotism.
    This guy must be insane. Trump has warned US companies to pull out of China. This idiot thinks Trump is bluffing?

  49. The trump administration lying to Americans, what else is new???

  50. president Donald Trump
    is very funny 😂🤣🤣
    no want trust he's trade deals
    because he braked in any moment and any time ..

  51. Trump gotta leave now, before he bankrupts us.

  52. FOXXXXXXXXXXX IS FAKKKKKKEEEEEE NEWS!!!!!!!!!!!!!!!!! FOX IS FAKKKKEEEEEEE NEWS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!DO NOT BELIEVE WHAT THESE COCKSUCKERS SAY

  53. I want to pay more for products so farmers can lose markets so I can pay more in taxes to provide welfare for them. Winning!

  54. Costco has to raise prices by .15 cents, dollar tree by .03 cents. It’s not that much

  55. He really f**** us up . Agent. Orange

  56. I wonder how much of his ice cream he eats

  57. China doesnt do proper reporting and they have flooded their market and other nations with cash. Chinas buisnesses are a front of corruption and money laundering… Why would anyone invest in a communist nation? It is fake money….

    Money only has precieved value and a communist society all is equal. Money has no value, so they are presenting this front to get other nations money based on the value of Chinas fake money. Then they can Trojen Horse economies for the power of a few in leadership.

    Its a con…

  58. Trying to wear 30" waist briefs!!😂😂😂

  59. I repair equipment at a mega warehouse that orders from China. The tariffs won't affect anyone for a while because the instance tariffs were mentioned the company started stockpiling.

  60. Elect a guy with 6 bankruptcies.

    What could possibly go wrong?

  61. Take home message: no deal is Trump's nightmare. But who is going to waste time to deal with a guy who second thoughts so often that no one knows what he really thought. Just grab a beer and relax.

  62. I will not buy ANYTHING that comes from China ….. Not a can of mushrooms not a kitchen gadget not a toothbrush

  63. golf harmony Jordan are litigious

  64. The economy isn't going to crash(at least not this year), earning reports for a lot of big companies has been great but one thing he is right about is the cheap/expensive stock part. Alibaba is one of the value stocks and has been on a sale as of lately. I would wait on a dip before buying though. I guarantee you, after this news about this fake intensified tariff war, alibaba and other Chinese stocks are gonna be on sale next week.

    Just my opinion and I am not a financial advisor.🤷‍♂️🗣

  65. Please hit the cheating and stealing 🇨🇳China harder.

  66. Man, maybe I shouldn’t have unloaded 200 oz of silver today.. should’ve waited til after Labor Day.. we’ll see

  67. This guy should tell the truth and not say Americans can “invest” in Chinese companies, because they can’t. Those sir are shale accounts in the Cayman Islands.

  68. Trade war It's costing china great deal more than America.

  69. lol !!! All the butt hurt low IQ inbred Americunts hate on this truth telling chubby guy is really funny , lolol !

  70. China transported height increased engineers to USA and played photography for preferential trade and commerce. China inspired by India lengthening the heights through Apollo Hospitals operations.

  71. This Trump trade war is a dumpster fire for the economy.

  72. Customs Tariffs can be the responsibility of the Exporter. American OEMs can change their Purchase Orders for goods from china to include "FOB Seller", advise the china exporter before giving the purchase order number. Then U.S. Customs will charge all duties and taxes to the Exporter of Record.

  73. I can't understand this guy's point. Am i the only one?

  74. Vietnam is the most suitable location for cheap manufacturing outside China. But Vietnam is only 10% the size of China. If only 5% of the Chinese manufacturing moved to Vietnam, Vietnam would be maxed out in one year, and might become Trump's next target.

  75. I'm happy America has decided to step down is the largest superpower and let China take the reins Trump really is trying to make America great again

  76. I thought fatty arbuckle died years ago.

  77. China must be stopped look what they are doing with robot huminoids to Hong Kong citizens they also have GMO animinals with Korean genetics added in a very Diabolical way..the videos are here on youtube I am not going to link them they areso bad but you cansearch them its diabolical that guy Xi JingPing really is a lunatic. Just research it youll see I was horrified after seeing the GMO cattle and what they did to goat genetics they added spider genetics to the goats and you can clearly see they also added human genetics to some (its insane) this whole thing has went way to far money is not the actual reason for the tarrifs.. Its the funding of what China is using it for they literally have robots in the streets of Hong Kong right now , firing upon civilians with likeness to the evil mech in the movie robocop ..but the real thing with auto censors like your phone cameras set to scope thier mech arm. Hes walking around seriously like darth vader..from the trilogy not thay he "looks" like it but its like hes copying it.

  78. Nothing I need from China

  79. Stick it out for the long haul and huge benefits down the road.

  80. Mr. Trump! Please do the right thing and end this now! Be the bigger man in your head and end this nonsense.

  81. China doesn't care whether Trump is going to win 2020 election because China is ditching USA for good.
    China will impose more tariffs on USA products until no trade between the 2 countries while more open to the rest of the world.
    Kick US companies out of China's market unless they move their production to China.
    Meanwhile China is gradually dumping US treasury bonds and will soon give up US dollars. See you

  82. The MAFIA Chinese Communist regime should be sanctioned. They send police and thugs to beat up Hong Kong protesters and non-protesters alike on 8/31 Hong Kong Time. Tariffs will not be enough. Ban all Chinese goods!

  83. Trade wars are easy to win! Trump. I am the chosen one! Reality? Farmers getting hammered and the economy is slowing. Trump's days are numbered.

  84. The Chinaman is our number one enemy – it’s not just the trade unbalanced of $580 billion, the Chinaman has stolen over $1,250,000,000 worth of intellectual property with help of American corporations and traitors in Silicon Valley and Wall Street. It’s about time. The City of San Marino California, which was 97 % white is now 59% Chinese Arcadia 63% , Monterey park 77%, San Gabriel 79% , Alhambra 81% are full of spies concealed as investors and students.

  85. 💥I would like to personally thank all those who sold off stocks in this past two months. My new sailboat arrives labor day weekend tomorrow. I really hope you learned a lesson or I will double my portfolio again.

  86. It would be expensive but China can afford to wait it out much easier than the US can wait it out.

  87. When will you people learn to make an honest living instead of gambling with the Stock Market? Gambling addiction is a disease you know.

  88. For all who do not understand , the opportunities facing you right now are HUGE. Can't you lot see it.

  89. American are paying a little bit more only around 10-30% only
    Believe me China is paying the Billion tariffs
    Hehehe
    America is managed by Idiots idiots
    Like it or not You Have No Choice you will have to vote me ………………..*OUT*

  90. What do they want me to do
    They want me to hold up my hands to China ?
    I started this Easy To Win crisis
    I'm not backing down
    Even if America goes bunk I'm not backing down
    America have no choice they elected me
    Live with it folks
    Vote me 2020
    I'll lead America MAGA
    Even if America goes bunk I'm not backing down
    I'm not backing down
    Vote me 2020
    Believe me MAGAgaga

  91. Investors ????
    No ! Speculators and WS manipulators yes.

  92. We Chinese have tasted the pain, now it's your turn, americans, wish you a merry Christmas this year! Don't cry when prices rise.

  93. Trump's chaos is creating a constitutional crisis. His tax giveaway to wealthy elites is bankrupting America.

  94. Its not a trade WAR. Its simply playing fair,

  95. 3 years and Trump Has Done Nothing to the Criminal Pedophile Traitors 
    More Talk
    More MSM sedition 
    More BS
    the Traitors are Free 
    This Patriot is Over Trump

  96. buy adidas instead of nike, made in indonesia, same cheap price, no tariffs, nike is moving to indonesia

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