Chinese

CBS This Morning: Apple Anxiety

Apple stunned investors with a rare warning that revenue from its first quarter will not meet expectations. In part the company blames slower iPhone sales in China. CEO Tim Cook says a weaker Chinese economy and trade tensions with the U.S. are hurting Apple. What it means for the global economy. I discussed on CBS This Morning.

Have a money question? Email me here.

Stock Investors Brush Off Tariffs

Stock Investors Brush Off Tariffs

After the Trump Administration announced that it would impose 10 percent tariffs on another $200 billion worth of Chinese goods, starting Monday September 24 – and then the Chinese said they would retaliate with 5-10 percent tariffs on $60 billion of U.S. goods, the stock market rallied…and then kept on going up, throughout the week. The proximate rationale for the bump was that tariff levels were lower than expected and on the U.S. side, excluded a number of consumer-friendly goods, like iPhones, smart watches and sneakers.

Asset Allocation + Trade Wars? Here's What You Should Be Doing

Okay, here's the scenario for Andrew from Louisville, our caller in the first two segments this weekend. Recently retired and now finding himself worrying about his asset allocation. What is the right mix when it comes to stocks and bonds? Is he being too aggressive? Or is he good to go and doesn't even know it? 

More emails to round out the first hour. We're making a little progress as we are now answering emails from June. That's the good news. The bad news is that July is just about over. Sigh...

Should you incorporate big picture, economic trends into your investment strategy? Or should you adhere to a “set it and forget” mindset?

The answer depends on your time horizon, according to our guest, Justin Nielsen, the Market Research Director at Investors Business Daily. You may recall that Justin was on the show last month with his colleague, Chris Gessel, discussing passive versus active investing, but today we have him to ourselves.

Whether it’s a trade war, inflation, tax policy or interest rates that moves markets, Justin says that if you are a long-term investor, any distinct event “is a blip." How much of a blip? Well check out this neat chart that he provided:

graphic 2.png

You can see that going back more than a century, there are long, 15 to 20 year cycles. Whether it's the Roaring 20s, Post World War II, 80s and 90s Dot com run-up, there are always times of down or sideways action…it’s just part of the longer cycle. That means that as uncertain and scary events occur, you need to remind yourself, that they are simply part of being an investor.

And for you geeks out there, we even talk about the YIELD CURVE, which is just a way to compare short-term interest rates (the federal-funds rate) and long-term interest rates (the 10-year U.S. Treasury bond). It also happens to be one of those weird market indicators that can presage recessions and stock bear markets.

You can go here for more information on Investor's Business Daily. 

Have a money question? Email me here.

Connect with me at these places for all my content:

https://twitter.com/jillonmoney

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https://www.linkedin.com/in/jillonmoney/ 

http://www.stitcher.com/podcast/jill-... 

https://apple.co/2pmVi50

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Trade Wars? Here's What You Should Be Doing

Should you incorporate big picture, economic trends into your investment strategy? Or should you adhere to a “set it and forget” mindset?

The answer depends on your time horizon, according to our guest, Justin Nielsen, the Market Research Director at Investors Business Daily. You may recall that Justin was on the show last month with his colleague, Chris Gessel, discussing passive versus active investing, but today we have him to ourselves.

Whether it’s a trade war, inflation, tax policy or interest rates that moves markets, Justin says that if you are a long-term investor, any distinct event “is a blip." How much of a blip? Well check out this neat chart that he provided:

graphic 2.png

You can see that going back more than a century, there are long, 15 to 20 year cycles. Whether it's the Roaring 20s, Post World War II, 80s and 90s Dot com run-up, there are always times of down or sideways action…it’s just part of the longer cycle. That means that as uncertain and scary events occur, you need to remind yourself, that they are simply part of being an investor.

And for you geeks out there, we even talk about the YIELD CURVE, which is just a way to compare short-term interest rates (the federal-funds rate) and long-term interest rates (the 10-year U.S. Treasury bond). It also happens to be one of those weird market indicators that can presage recessions and stock bear markets.

You can go here for more information on Investor's Business Daily. 

Have a money question? Email me here.

Connect with me at these places for all my content:

https://twitter.com/jillonmoney

https://www.facebook.com/JillonMoney

https://www.instagram.com/jillonmoney/

https://www.linkedin.com/in/jillonmoney/ 

http://www.stitcher.com/podcast/jill-... 

https://apple.co/2pmVi50

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

How Much do Tariffs Cost Consumers?

How Much do Tariffs Cost Consumers?

Five days after implementing tariffs on $34 billion worth of imported Chinese goods, the Trump administration released a list of an additional $200 billion worth of Chinese imports that will be subject to a 10 percent tariff. On the day of the announcement, stocks slid, but only by about a half of a percent. By the end of the week, it seemed like investors had forgotten about the announcement and instead were focusing on corporate earnings and the strength of the economy.

CBS Evening News: How New Tariffs Could Hurt Consumers

The Trump administration is preparing tariffs on another $200 billion in Chinese imports. The latest round could impact the price of everything from seafood to shampoo. I explain what that means for consumers on the CBS Evening News.

Have a money question? Email me here.

New $200B Trump Tariffs: Stay Cool with Your Investments

New $200B Trump Tariffs: Stay Cool with Your Investments

Many parts of the country recently experienced a heat wave and with extreme temperatures, come the usual warnings: keep your pets indoors, don’t overdo physical activity and hydrate often. It just so happens, that the heat wave coincided with the implementation of U.S. and Chinese tariffs, which prompted some tea-leaf readers to come to a boil on the markets and exclaim “SELL EVERYTHING!” Before you take any action that would pre-empt your game plan, here’s a handy summertime hint: stay cool with your investments!

Did Chinese Tariffs Alone Cause Market Slide? (Hint: NO)

Did Chinese Tariffs Alone Cause Market Slide? (Hint: NO)

Stocks dropped by nearly 3 percent Thursday and another 2 percent on Friday, closing out the steepest one-week percentage decline for US indexes since January 2016. The proximate cause was President Trump's announcement that the U.S. would levy 25 percent tariffs on up to $60 billion dollars worth of Chinese imports.