PRE MARKET
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PRE MARKET

Yesterday: Markets to gap to the downside on Huawei restrictions. Today: Markets to gap up on easing of those same restrictions. Hey…we just report the news. Just leave little doubt we have decision making by market movements. Nevertheless, internals heading more south with the all-important SEMIS in somewhat of a freefall…thought they will gap to…

PRE MARKET-HUAWEI
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PRE MARKET-HUAWEI

-So much for the events surrounding Huawei not being important to the “trade issue” which is now a much bigger issue.On Friday,the Commerce Department added Huawei to its restriction list. Implications: 1) US companies restricted from selling to Huawei unless specifically granted a license (waiver) 2) RETALIATION (a lock) 3) supply heads south…demand heads south,…