Opinion – A Trade War is a Zero Sum Game – The Spectator

This is a good article from the Spectator. On the back of massive fiscal stimulus from Mr. Trump, US financial markets are still looking very attractive. The only downside is global conflict and potential trade wars. Despite all the bluster from Trump and his friends, they surely don’t want a trade war? The next critical date is May 12 for a decision on Iran‘s compliance to the nuclear deal. Will Trump kick the can down the road yet again?

Forecasts Show Fading Optimism on U.S. Economic Rebound – Real Time Economics – WSJ

It looks like clouds ahead for the US economy. This is worth a read from the WSJ.

via Forecasts Show Fading Optimism on U.S. Economic Rebound – Real Time Economics – WSJ.

The critical question is how much will the Fed raise interest rates, if at all, and when, on the back of weakening growth prospects?

Thoughts?