The United States is saying that they have proof have you or wall anyone from always been presented with any evidence was interesting the u. S. Government says that the declassified the information so we welcome the opportunity to see what the evidence is but we really have to look at this in the broader context of the ongoing geo political dynamic between the u. S. And china the u. S. Has some major issues with china and right now the u. S. Wants to hurt china so badly that theyre going to hurt america in trying to hurt wall way and thats really a shame it is and right now the trump ministration is trying to move forward with these chip regulations to block shipments from the Worlds Largest contract chip maker taiwan t. S. M. C. And thats always one of big always biggest chip suppliers so its all even prepared for Something Like this to happen there weve been very working very hard on this socalled plan b. I got back from some very intense meetings in china more than 2 weeks ago and s
Critical infrastructure. Is our ability. To get with. 0000. Now despite the u. K. s decision the Trump Administration is now moving on to warning germany u. S. Ambassador to germany Richard Grinnell said President Trump personally called him to make clear that any nations who chooses to use an untrustworthy 5 g. Vendor will jeopardize u. S. Intel sharing at the highest level of the move also comes just one week after u. S. Officials accuse wall way of spying for the Chinese Government using backdoor is designed for use by Law Enforcement although no evidence was provided on the access of the alleged backdoor u. S. Officials said they have been aware of it for over a decade u. S. Leadership is still issuing warnings saying choosing wall way is choosing a talker see over democracy. This is very dangerous this is that choosing to see over the sea when these nation. Is. Putting the state police and every consumer in these countries because of the chinese way. While he has repeatedly denied
Technology for military or National Security products although no decision has yet been made a Comment Department spokesman said quote recent u. S. Charges against huawei including conspiring to steal trade secrets we have from the need for caution in considering license applications the u. S. Continues to have Major Concerns about way this comes as america heightens its Global Campaign for its allies to ban wall was equipment into their next generation of 5 g. Networks but just weeks ago in a blow to the United States u. K. Dismissed terms claims and they said that it would allow always 5 g. Into the country at least into its nonsensitive parts. We for us at least have the system of the. People of this country the consumer. They will. Try to do whatever. Critical infrastructure. In. Our ability to Work Together with other. Cars right. Now despite the u. K. s decision to Trump Administration is now moving on to warning germany u. S. Ambassador to germany Richard Grinnell said President
Point you. To. The structural sure it. Was right. Now despite the u. K. s decision the Trump Administration is now moving on to warning germany u. S. Ambassador to germany Richard Grinnell said President Trump personally called him to make clear that any nations who chooses to use an untrustworthy 5 g. Bender will jeopardize u. S. Intel sharing at the highest level of the move also comes just one week after u. S. Officials accuse wall way of spying for the Chinese Government using backdoor is designed for use by Law Enforcement although no evidence was provided on the access of the alleged back door u. S. Officials said they have been aware of it for over a decade u. S. Leadership is still issuing warnings saying choosing walk away is choosing a talker see over democracy. This is very dangerous this is that choosing to see over the sea these nations the way its. Putting the state police in every consumer in these countries because of the chinese way. While he has repeatedly denied the
Pricing out of recession risk. We dont see recession coming right away. Maybe august was that peak here. Chomped a lot of wood in august, sentiment horrible. Sentiment is bearish. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings, we get a reevaluation story. If you want the bull market to die, show me the recession. Until you can produce it, you have got to take the over. No recession, Central Banks in play, markets outside, going into the fall, trade deal, upside. Jonathan another big week for treasury yields. Joining me is kathy jones and brian rehling. I want to begin with you, kathy. Morgan stanley asked the simple question, what if things are better than we thought . Are we finding things are ok . Kathy i think we are ok. The big question two weeks ago is are we going to negative yield like the rest of the world . That is so two w