Originally Posted by thommy

unused brain would mean that there is hope.
but where is no brain there is no hope.

the markets right now are not reacting on present numbers - they are reacting on the hope that the tradewar between china and US will find and end.

actually this tradewar did not change anything positive on the trade balance - in fact the imports increased and a lot of US companies moved out of the country.

did it hit china´s economy?
indeed it did - but not the way expected.
many chinese producers opened factories in thailand, india, bangladesh an other asian countries and produce all the stuff what is effected by the trade war there.
this investions in those countries have been the only hit and it is mostly going into assets.
so values just moved but not into US.

a new chinese deal will not change that anymore because they changed already the strategy and build new and bigger connections in asia and europe.

in crude numbers you can see the following:

US- exports was rising from 185 billion monthly by the end of 2016 to 209 billion now.
this is an increase of roughly 24 billion by month.

imports in the same time increased from 230 to 260 billion. this is 30 billion more per month. so what trump did made the trade balance worse and not better.

one of the most important production indicators (philadelphia fed manufactoring index) dropped this week again and it now UNDER the level when trump took office

car production went under the line of 2012
construction spendings under the level of 2016

i really don't know where this dreamers gets the numbers that could even remotely have a positive impact on economic growth.

the only thing that's going better than ever in the usa is the export of weapons to crisis countries. the same weapons that not only kill innocent people but also americans in the end.