Ed Moya believes that the trade war will be ending soon. While Trump might not get everything he's looking for there will be substantial changes in the relationship that will be beneficial for the US. Look for higher ag and energy exports and perhaps some movement on IP and Tech as well. Of course there will be compromises but overall this should result in improved stock market performance. While earnings growth has headed downward recently, it could accelerate for certain sectors once a deal is completed. There won't be any more government shutdowns and let's see what happens with the next debt ceiling increase. 

Direct download: Ed_Moya_13.Feb.19.mp3
Category:general -- posted at: 12:47pm EDT



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