How Much Longer Will The "Trump Tariff Put" Last?

Zero Hedge -

Zero Hedge—Submitted by Nick Colas of DataTrek Research Markets continue to ignore rising trade tensions, essentially hanging their hat on a “Trump Tariff Put”. If stocks begin to worry that the President’s policies truly endanger economic and corporate profit growth and sell off, the administration will recalibrate. That works well now; we aren’t so sure it will hold next year. Bottom line: stay long US stocks with an eye to seeing this issue resolved before earnings growth slows next year. * *...