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Strategies & Market Trends : John Pitera's Market Laboratory

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To: Chip McVickar who wrote (18962)4/5/2017 5:26:26 PM
From: John Pitera1 Recommendation

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Hawkmoon

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The Meeting with XI is very important tomorrow.... let's see what happens....

I am suspecting that if nothing really productive comes from the meeting with China....

we could see major military action on North Korea very soon.... if XI pisses Trump off..... maybe we see something within a week? I know it's hard to fathom......

the game plan has been mapped out.

We should all be listening very carefully to what Tillerson and Mattis have been saying....... and no one is.
They are telegraphing to me that the time for talk is over.

Plus..... action on North Korea... put all the Russia election meddling and so many of the other discussions.... on the way back burner.

Trump wants and needs to project an image of strength. The US has done nothing about Syria, Iran, North Korea for too long.

I believe that is what the bond market is telegraphing us.

Now this is statistically an "outlier" in terms of it happening...... No one is predicting it from what I can see.

true to form - this increases the chance republicans will go nuclear and just do what they want

What I am suggesting may be the "nuclear" you are speaking of....... The US does not need to use nukes to
mitigate North Korea.

Just last week, the president tweeted that he expects his meeting with Xi to be “very difficult” and added on Friday that “we’re going to get down to some serious business” in reference to the trade deficit with China and Trump’s perception that the China is negatively impacting the U.S. economy, especially in regards to the manufacturing sector.



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The meeting next week with China will be a very difficult one in that we can no longer have massive trade deficits...

6:16 PM - 30 Mar 2017




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30 Mar
Donald J. Trump

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The meeting next week with China will be a very difficult one in that we can no longer have massive trade deficits...



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Donald J. Trump

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...and job losses. American companies must be prepared to look at other alternatives.

6:16 PM - 30 Mar 2017




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To this end, Trump signed a pair of executive orders last Friday that – despite assertions from White House aides that the timing was coincidental – appear to take a shot a China ahead of Xi’s visit. The two orders focused primarily on reducing the trade deficit, which accounted for the majority, $347 billion, of last year’s total $502 billion trade deficit.

To: John P who wrote (18955)4/5/2017 11:18:40 AM
From: John P of 18963

FT exclusive: President says he is prepared to act unilaterally

2 HOURS AGO
APRIL 2, 2017 by: Lionel Barber, Demetri Sevastopulo and Gillian Tett in Washington

Donald Trump has warned that the US will take unilateral action to eliminate the nuclear threat from North Korea unless China increases pressure on the regime in Pyongyang.


In an interview with the Financial Times, the US president said he would discuss the growing threat from Kim Jong Un’s nuclear programme with Xi Jinping when he hosts the Chinese president at his Florida resort this week, in their first meeting. “China has great influence over North Korea. And China will either decide to help us with North Korea, or they won’t,” Mr Trump said in the Oval Office. “If they do, that will be very good for China, and if they don’t, it won’t be good for anyone.” But he made clear that he would deal with North Korea with or without China’s help. Asked if he would consider a “grand bargain” — where China pressures Pyongyang in exchange for a guarantee that the US would later remove troops from the Korean peninsula — Mr Trump said: “Well if China is not going to solve North Korea, we will. That is all I am telling you.” The White House views North Korea as the most imminent threat to the US after Barack Obama warned his successor about the progress Pyongyang had made developing long-range missiles and nuclear weapons.

“There is a real possibility that North Korea will be able to hit the US with a nuclear-armed missile by the end of the first Trump term,” KT McFarland, the deputy White House national security adviser, told the FT in a separate interview. While Mr Trump is increasingly worried about North Korea, his view on Europe has moderated. He stressed that Brexit would be a “great deal for [the] UK and?.?.?.?really good for the European Union” but said he was less convinced that other countries would follow the UK out of the EU. “I think that it [the centre] is really holding. I think they have done a better job since Brexit.” Ahead of the US-China summit, Mr Trump raised hopes that he would reach some kind of deal with Mr Xi, despite heavy criticism about China’s trade surplus and exchange rate policy. “I have great respect for him. I have great respect for China. I would not be at all surprised if we did something that would be very dramatic and good for both countries and I hope so.” The National Security Council has completed a review of options on North Korea that Mr Trump ordered after his inauguration, according to two people familiar with the review. One of those people said the review had been accelerated to have the options ready for the Trump-Xi summit. © AFP Mr Trump said it was “totally” possible for the US to tackle North Korea without China. Asked if that meant dealing with Pyongyang one on one, he said: “I don’t have to say any more. Totally.”

.........

ft.com
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