Investment Strategist: Stock-Market Investors and Trade Deficit

investment strategist: Things have changed, according to Market Watch. While we, like most investors, are hopeful that a trade deal gets done sooner rather than later, we don't think hoping for the best is the ideal way to invest, wrote Lindsey Bell, investment strategist at CFRA, in a Thursday note. Stock-market investors spent the first four months of 2019 penciling in an easy resolution to a U.S.-China trade tiff. The nature of the issues at hand are much more structural and complex than simply addressing a trade deficit. The Trump administration's subsequent decision to effectively blacklist U.S. companies from doing business with Chinese tech giant Huawei and the specter of Chinese retaliation ensured investors began to question their expectations for a relatively painless resolution of the U.S.-China trade spat. Read Why the tariff fight prompted a major wealth manager to change its U.S. portfolios That reality was brought home earlier this month as a round of tit-for-tat tariff escalations was accompanied by hotter rhetoric from both Washington and Beijing. (news.financializer.com). As reported in the news.