Well - at least we know where the markets would really be if people in positions of power actually conveyed reality. You think Navarro cried as the POTUS pulled him by his ear to the backroom for a little pep talk?
It might be a brilliant political move to swing more undecided voters his way. Lets face it.... John and Suzie Q Public are not real happy with China right now. American's LOVE to vent their anger. If Navarro was given the go ahead to say this by Trump himself.... it was a calculated move. Besides... Wall Street doesn't like uncertainty. Regardless of the ramifications here... it closes the book on things. Certainty. The big boys can now plan and move ahead accordingly. Where's that post I made a few weeks ago about buying that pure play Vietnam emerging growth ETF? I really should get a paycheck around this dump.