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To the winding road and the bracing air for. Argentinas has slopped controls on capital as the countrys economy has been spiraling for weeks largely correspondent alex mccaleb it just standing by to break down the details of the future of the peso an argentine economy 3 day weekend is over were roasted and ready for a great show lets go. We lead our global report today with new allegations for why we technology is accusing the United States government of using every tool at its disposal to stymie its business and a press release issued tuesday waterway said the u. S. Had used one foresman to quote menace its employees launch Cyber Attacks on their networks and detain shipments related to its business their release was specifically in response to the opening of an investigation into whether wall we had stolen for Smartphone Camera technology from portuguese multimedia producer really. Olivera in the released a Telecom Chinese chinese told home giant accuse olivera of quote taking advantage of the current geo political situation without citing any specific examples of Companies Said the u. S. Had sent f. B. I. Agents to walk away employees homes to up to attempt to collect information on the company the release also purported that the Us Government has been conspiring with wild ways rivals to bring unsubstantiated and some situated allegations against the company while we has consistently pushed back against allegations from the us regarding their business and recently made a point to their employees that this is a make or break moment for the business saying they will persevere. Asian stocks rose on monday and tuesday while over on the us side futures weekend on mondays holiday opening down tuesday as we began our september trading new terrace of 15 percent 112000000000 dollars of chinese goods went into effect on sunday as did retaliatory chinese tariffs on u. S. Products on its 75000000000. 00 target list china got a boost as manufacturing data came in better than expected and the state council had announced more measure to support its economy on sunday sectors that were highlighted include infrastructure high tech and Traditional Industries as a valid to continue to boost growth and liquidity meanwhile the dow opened 1. 5 percent lower as its latest round of tariffs is the 1st to directly cover many consumer goods hitting middle class staples like food Apparel Footwear and Consumer Electronics the average tariffs on chinese goods is now over 21 percent compared with a 3 point one percent when president 1st took office it is estimated that these terrorists will cost american households at least a 1000. 00 a year as companies are now increasingly at a loss on how to respond more than 150 trade groups sent letters to trump last week pleading for a postponement in this latest round of terror is different as previously the administration has largely avoided hitting consumer items this represents a crucial inflection point. In the trade war with china as now the tariffs threaten the u. S. Economys main driver Consumer Spending despite headlines i go back and forth calling for progress has become ever more clear now that the trend is towards escalation not to deescalation in addition to increased duties on american exports china has now lodged an official complaint against the us at the w t o saying that the latest actions by elated at the consensus reached by leaders in osaka this lawsuit is now the 3rd that beijing has brought to challenge the. The us says that they are penalizing china for theft of intellectual property that is not covered by the rules although many trade experts say that any tariff above the allowed maximum must be justified at the w t o under the washington now has 60 days to try to settle this dispute then china could ask the w t o to rule a process that would take several years this move however is largely symbolic as trying to pull the us out of the so there is no way to actually force the us to do anything even if china wins this case but this lawsuit was primarily intended to send a message rather than to force an outcome it is that china values multilateralism and defending the International Trading order even as trump is pursuing unilateralism the latest clash has rewritten the rules of trade in ways that have no historical precedent and are driving the worlds 2 largest economies further apart trump a new shouldnt have expressed confidence that another meeting will take place later this month but china has yet to offer an official confirmation. And now to break down the latest effects of the ongoing trade war we bring in Jeffrey Tucker of the American Institute for Economic Research and Todd Horowitz chief strategist trading. Lets start with you jeffrey this latest round of tariffs is a big deal as now more than 2 thirds of a consumer goods in the. U. S. Imports come from china now face higher taxes as businesses pull back on investment spending and exports slowdown American Chopper so far has been the one bright spot for the u. S. Economy and now that last growth segment is now at risk so are we going to get any relief before the end of the year or is this just going to accelerate our risk for session. Look ive been predicting for 3 years its going to get worse and get worse and get worse and i think wall street has been kind of in denial because they dont believe that were really going to turn our backs as a country Global Trading relationships which cause to 60 percent of global g. D. P. To decouple or otherwise impose tariffs is a disaster for for the u. S. Economy but look this is what trump promised. 3 and 4 years ago so it was obvious it was coming its just i think it surprise or but i think hes had the power to act basically on his own according to his own ideological convictions to do this its a very bad thing for the american as america as a nation and American Consumers are paying the price contrary to what trump is claiming that somehow. China is paying these tariffs that its absolutely not true this is being 100 percent paid by americans American Consumers american businesses and you know its very interesting distinct from past rounds of protectionism in American History the american producer merchant class does not support these things as you noted everybody is begging for the fisheries to the farmers to. Energy to retailers please stop this terror for but nobody can seem to do anything about it because trump has all the power. And meanwhile u. S. Factory activity in or contraction territory for the 1st time since february 26th seen but looking over the equities market we are still not that much off of all time highs it looks like there is still optimism that the u. S. Will weather the storm with help from the fed do you think thats enough. Why dont think its and i do think that we are in the very early stages of a recession i think that again one of the the conflicting things you have here is that the world is searching for yield and places to put their money so right now the u. S. Is still the best market is still the best bond market is still the only place you can get some real. But generally i think were seeing a slowdown i think it has nothing to do with the trade wars in china i believe that the trade with china the importers were importing are not being penalize because theyre one hit your all time low against the dollar today so were buying with better dollars but the end of the day youve got to be slowing down and again i think that is showing in the numbers but that doesnt change the fact that there is still money looking for a home and that home is the stock market or the u. S. Bond market which is why were seeing such a massive bond bubble on top of a stock market that doesnt want to go down yet so bob back in march of 2018 trump famously tweeted trade wars are good and easy to win but now most recently in france he had expressed regrets over starting a trade war in the 1st place as businesses and consumers become more fearful and are holding off on spending so every single recession have had their poster child we blame the 2007 on the subprime mortgages and the 2000 on the dot com bubble so will trump be the poster child for this one as he said that where i currently are reading the early innings of it. I dont think so and i think that was more of a play by trump you know the typical way that he does business in the go shake shoes as like well were giving you a chance to come back to the table i think he has no no regrets and i think he has no intentions of doing anything until chinas and china stock market is on 10 percent so they continue to fade and no matter what the numbers they report they have a hell of a lot more problems than we have and i think that we will eventually wear them down and i think we could step on a little bit further in the meantime think the markets are going to melt down on their own and i think the biggest culprit here would be the Federal Reserve and not because they didnt lower rates fast enough because again they dont let the markets tell them what theyre supposed to free market should decide Interest Rates not the Federal Reserve and the free markets are saying right now with the bonds exploding the other side with the yield curve inverting that rate should be lower and they should just be lower based on the. Market system and prices govern not on whether or not a drone pilot gets out of bed on the wrong side one day i mean thats the real problem here is that they are not letting the free markets work and thats the end of the day problem and jeffrey back to this lawsuit against the u. S. At the. What about the u. S. Sort of legal strategy here china seems to be showing by using this existing institution that theyre willing to play by the rules willing to play ball while the u. S. Is blocking approval of any new judges to the bodys Appellate Division that could sort of sort out this mess in an accepted International Forum so is the u. S. Doing some long term damage to their standing just generally. Of course and i think your comment is right about china i mean its mostly china has conducted itself in these negotiations with rationality and decorum at some point even explaining how supply and demand works to trump himself which is something. For the communist Party Official to have to explain to trump how supply and demand works in those back when he was claiming that china was driving down its currency it wasnt the markets that were doing that but look heres the key thing about the w t o the great failing or i should say just thing about the w. Toes theres never been an important mechanism ever the thing works by consensus of nations thats how us got into it i realized fundamentally on the goodwill of all signers of the document. Has absolutely 0 regard for the beauty of it doesnt think it should exist he actually is doubtful about world trade has made that clear about that from the beginning hes really trying to drive us back and his off handed cop with the comment about decoupling i think he was actually serious about it so he doesnt care about the b. T. O. I mean its shocking is that just doesnt care so the w 2 could rule and the put it out it could take 2 years i dont think trump gives a flying flip about it its not even on his radar screen at this point Jeffrey Tucker and Todd Horowitz thank you both for and i but stick around because we have some more starting to like to get your takes on later in the shell. And saudi aramco is looking for a new chairman to replace Current Energy minister coleader of folly as a Company Works toward going public in what is used as the worlds biggest initial Public Offering folly was in charge of the i. P. O. But has been blamed recently for the oil giants delay in going public. On the governor of the Public Investment fund will be taking the reins according to a tweet from foleys official twitter account follow he will remain the head of the Saudi Energy Ministry despite leaving his post with a whim co last week it was reported that the state run oil company is planning a split i. P. O. Expecting the 1st half of the 100000000000. 00 offering in saudi arabia this year and the other half likely taking place in tokyo in 2020 or 2021. Time now for a quick break here because while the retiring argentina has slapped the reigns on the capital as the countrys economy has been spiraling for weeks correspondent alex mann elevated standing by to break down the details of the future of the past and the argentine economy. But the greatest challenges on the downslope in the wake of a major move in baghdad negotiations we welcome back our power panel to break down for us in the. End as we go to break here are the numbers. Sure theres the need to stop it from continuing to grow. I just never know very good about the idea of bringing children into the world because i didnt feel like things were in very good shape that a life was just going to be a lot of software program. But. Theres no reason the more. You take things that are already made the theres no reason to make Something Else that you need to do their lives and everybodys scared to talk about it survival is really dependent on us addressing this issue and if we cant even talk about it every can even have a conversation or that it then. Were in trouble ready. You know world a big part of. Loftus and conspiracy its time to wake up to dig deeper to hit the stories that Mainstream Media refuses to tell more than ever we need to be smarter we need to stop slamming the door on the bath and shouting past each other its time for Critical Thinking its time to fight for the middle for the truth the time is now for washing clothes for watching the hawks. But lets take this or that the british and the bill of that it will. Stop. Which. Which. Im not quite sure. What you. Want to look at the sort of youre going to be. Its a mistake. There is this interview where you believe that its a studio actually a person. Or should. The speed of. Welcome back the pound sterling stabilized from a fall earlier today after u. K. Prime minister Boris Johnsons government lost their one vote majority in the house of commons that latest plot twist came courtesy of conservative m. P. Philip lee who crossed the floor to defect to the liberal Democrat Party which has seized on opposition to brags that as an issue as a labor party wrestled with what looked like a no win political scenario mr lees defection actually halted the pound slide which was already in progress after Prime Minister Boris Johnson threatened to call the snap general election in response to the introduction by inside bags at m. P. s of legislation that would force the Prime Minister to request a delay in braggs it until january 31st of 2020 pound dipped just below 1. 20 before recovering in the afternoon eventually closing above its opening price mr johnson later took a hard line on the am on the no deal brigs a bill saying the. Conservative m. P. s who voted for the forced bugs at the way request would be disallowed to his Party Candidates in any snap election as we prepared to go to air the commons was debating the move to proceed toward consideration of the bar on a no deal brags that the conservative leader of the house of Commons Jacob riis mog is warning m. P. s that if the bill passes on tuesday they will narrow the real options to dropping opposition to the irish border backstop severe delays of drugs or a fall out revocation of the article 50 notice. Argentinas leader has flip flopped asking the countrys central bank to impose capital controls which he once staunchly opposed president murray c m a creators administration is likely in its final days made the move in hopes of pulling the countrys economy out of its downward spiral with more hours he is alex hell of it in toronto so alex president mccrae has opted for a policy that he was fought against in the past so why the drastic measures now. Well if you look at the pesos drop by 35 percent in the month of august that is kind of astonishing a massive plummet and of course what people do when things like that happen the nations people went to Greener Pastures and when i say Greener Pastures im talking about the greenback the dollar as well as other currencies so they start trading in their pesos getting rid of their National Currency and of course that contributes to the downward spiral well lets take a look at this graphic kind of gives a good idea of what exactly is going on here now were looking at the depletion of foreign currency reserves it was celebrated last week when argentina said that it might try to defer payments of its knots of debt of 101. 00 or 100. 00 plus 1000000000. 00 if you see this graphic you can see this plunge taking place last friday the peso or i should say the reserve plunged by 2000000000. 00 we saw another plunge of a 1000000000. 00 just yesterday on monday so you know this is something that is not turning around for them too well and thats why these emergency measures came into place we know weve talked about this before with president mockery one of the main issues was that there was a preliminary poll of the beginning of august that sort of got this ball rolling his party most likely will not win the next election which is happening this august over and with that the country is just basically in this state of instability of course for investors thats a big bell ringing to them and saying you know what there are issues going on here so obviously people are taking a step back and seeing how this countrys going to be moving forward especially when they dont know if theyre actually going to be paying off their debts or not and we know that since 2003 times argentinean argentina has defaulted so this could happen again and alex on the scene president machree in doing this is trying to taking these measures that hes previously denounced as trying to halt the slide of the peso but in doing. That what specifically has he renounced previously that hes doing now what are the specific measures. By which capital will be controlled and going in or out of argentina we say were now its kind of a mild were word for him when he came into power he got rid of these type of measures right away he was somebody who was saying theres no way we could do this and now hes doing it heres another graphic for you gives you a little bit of a breakdown of exactly argentinas capital controls exporters must be a petri earnings within 5. 00 to 15. 00 days businesses will need permission to repatriate profits abroad or by dollars and residents and there are going to be restricted to buying 10000. 00 a month in foreign currency but when you look at that thats only about 2 percent of the population that would do that its a significant chunk of money for people that be obvious and less money there in argentina the measures are made basically to ease this burden thats happening this selloff of the peso and trying to slow all of this down this has worked these kinds of measures have worked with countries like china greece and iceland but as i mentioned before for argentina theyve seen bumpy roads in the past and it might happen the same way again nobody has too much confidence in this article respond to alcohol that thank you so much thank you. And joining us once again today just the days biggest business stories are todd horwitz above the trading and Jeffrey Tucker of the American Institute for Economic Research and on braggs jeffrey i just ask you you have opined on twitter you said with regard to braggs you said its not complicated leave the e. U. And have free trade with the world 0 tariffs non open the country to all investment from the planet earth get rich and so is Prime Minister Boris Johnsons best economic option in this mess to just proceed you know as he is full speed ahead toward brics and on a very 1st deal or no deal. Its not complicated at what i mean its not complicated he can. It is complicated politically but the thing is that people misunderstand Boris Johnson they just lump them in with the typical nationalists like trump and the rest of these guys actually as far as i can tell hes an actual free trader like his not that hes not that stupid right he believes that if britain is going to go completely alone this can be evermore dependent on free trade so his best option is a no deal brax it and unilateral free trade with the world and he could just put out a full court press with all of europe and canada and china and japan and and and just go full on no tariffs 2 Foreign Investment and britain could actually reclaim its mantle as the leading free trade nation in the world and thats actually the way to save the stock market to save the currency and save the country from an isolationist disaster so i i think he might actually have this in mind and its the best its the best hope Going Forward and if that happens it means that the no deal bracts that would have been the right course from the very beginning. And you know we everybodys got an opinion on this what about. Well i mean look i think good they should definitely is yank and go and run away and get out of there because again 1st of all the year was a year from the day they put it together i mean that whole single currency the whole deal was a bad deal to start with you can see it by whats happening with the currency the currency continues to fall and has no theres really no bottom to it and again i would expect it to go back under par to the u. S. Dollar surely youre i guess its a problem when you continue to let Central Banks control an economy because Central Banks are generally clueless they know how to read a book but they do not know how to put in the true commonsense what really works in a real connery and of course that comes back to this simple as basics of all which is price discovery and free markets a lot of trade let it work and of all these other accounting would get bad fact wed be in a heck of a lot better. Spot i mean several bags that had room in europe in 6094. 00 so if they would just get rid of the central bank exist m and ball out of bricks and go back out their own theyd be a heck of a lot better than they are now so todd on the commodity front copper seems to be cooling off and this model is now around a 7 year low down 14 percent from this years highs in april so you know copper is taking quite a lot of it of a bellwether for the general Economic Activity for is their idea of uses and for the Global Economy given the sensitivity of the price to chinese demand so where does it go from here and what does the price of copper tell us about the markets and the future of chinas economy. Well i think some of his is probably headed lower yet i mean again were having some Economic Issues globally we know that the rest of the world shorted a recession so the next of the next ball will be the United States to go into recession but i mean one of the big interesting things you have to understand about carper as well is that in china they can use copper is a form of collateral to borrow money off of and of course theyre all trying to borrow a lot some money so that also helps forestalling the price of copper so not only are we close lowing but youve now got a mess of moms being used as collateral against banks are going to bank loans and thats going to create a bigger problem i mean again theres obviously a bottom somewhere and it will show up because we know the markets never announce themselves but for now it looks like copper goes lower the economy slows and there looks like a lot of trouble before we start to turn the corner go back the other way right and back to you jeffrey you have a new post up today regarding some of these sort of unintended consequences of the trade conflict between the u. S. And china especially in light of mr trump specific realized promises of results from this fight would it quickly summarize what are some of those perverse outcomes that you pointed out on twitter look i mean this is a deep historical analysis i did you know going back to 9930. 1816 you know 180081 of the big problems of this kind of radical protectionist measures which weve rejected since world war 2 by the way you know weve seen nothing but lowered lower tariffs ever since the creation of the gat this is an unprecedented least in the postwar period attempt to adopt a new kind of mercantile ism you look back in history you know its depression its war i mean thats when it gets really really bad i hope were not going that way but look this is look we live in a different world from for example smoot hawley in 1930 you know global trade was a very low percentage of global g. D. P. At that time in 2004 the World Economy passed the point at which the the value of imports and exports was over 50 percent of global g. D. P. Story in 2004 now were closer to 60 percent so this is globalism unprejudiced story unprecedented scale so you dont want to mess with this you dont want to go in there like some sort of rationalistic guide to impose some. Early 19th century order its actually extremely dangerous to supply chains the downstream effects could be actually very devastating i think if we escape this this bout of mercantilist trade policy were going to be very lucky and i sleep disagree with your previous guest that this is not a big deal i think its actually a huge deal and i dont think anybody knows for sure just how dangerous this could be actually it is always fascinating to listen to both of you and now today to get you both side by side want to do this again Jeffrey Tucker and todd her with thanks so much for your time its a pleasure. That there by this time you think ive been biased on you back onside. The next time. I. The temperatures are rising sea levels are rising. Theres a few ways to play it if you want to make money on the apocalypse of course theres a couple of great trades on the table but without a doubt. On the. Good stuff morris on the rise having the British Government suffers a crushing defeat in parliament as lawmakers vote to prevent a no deal brags that Prime Minister Boris Johnson is now calling for an early election. As u. S. News website claims russia has been meddling in america for 100 years you can go to our website to take a closer look at that claim. In the region of belgium angers the jews and muslims by banning kosher slaughter methods. Latest on these stories you can head to our team dot com stay with us now for the Financial News in the kaiser

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