Wie peinlich von Trump, einerseits den massiven Rückgang des ISM Manufacturing Index nur der völlig inkompetenten Fed anzulasten, die ihre Zinsen trotz Donald's Befehl partout nicht senken will, andererseits aber kein Wort über seine sicherlich relevantere Rolle als Handelskriegstreiber zu verlieren.
Schliesslich werden viele "amerikanische" Waren komplett in China hergestellt, da merken die amerikanischen Einkäufer das natürlich zuerst.
Mehr dazu hier:
https://www.investing.com/anal…d--now-or-later-200470538
Da auch Überlegungen zum POG:
"What does the manufacturing recession imply for the gold market? Well, in theory, it should be positive for the yellow metal, which shines the brightest during recessions. However, we have so far just a manufacturing recession, not the broad slump of the whole economy. Although the significance of manufacturing in the economy is often underestimated (many services depend on manufacturing for their own expansion), the U.S. economy foremost relies on services.
So, a mere manufacturing recession does not have to boost gold prices. Of course, today's situation is different from that in 2015. First of all, the 2015 slump was mainly caused by plunge in oil prices and lower energy-related investment, while today we experience global slowdown magnified by trade wars that nobody wins). Second, the macroeconomic context is different. Bond yields are lower, the Fed is more dovish. And the yield curve has inverted, which suggests that recession in manufacturing could spill over to the broad economy.
And this is something that the gold bulls are waiting for."