Why the bullish stock-market narrative depends on U.S.-China trade rhetoric right now

If it feels like the stock market is at the mercy of headlines related to U.S.-China trade talks, there’s a good reason for it.

In a Friday note, they offer a breakdown of how the themes have evolved in the right hand graph below, while word cloud on the right underlines the current focus. “It also means that any disappointment on that front would likely have the opposite impact on the equity market, as a lot of good news on the trade side seems to be priced in,” they wrote.

The price of gold becomes the useful tool for analysis.

Now add 4) us -china conflict over HK after bill passed

wow that's crazy that the economy drove people's attitudes towards stocks. thank you for this valuable insight.

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Trump Says U.S. ‘Very Close’ To Trade Deal With China, Boosting Stock MarketTrump said the U.S. is 'very close' to trade deal with China, giving a boost to the stock market by skleb1234 skleb1234 Trump is a pathological liar skleb1234 I sure do hope someone is monitoring Trump's manipulation of the market (for his & his crony's personal gain). I guess he's immune from prosecution for insider trading. skleb1234 Blatant market manipulation. Watch how things get magically fixed closer to the election. But it can’t bring back lost markets or bankrupted farms.
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