June 4, 2019
There is one thing that is dominating markets at present and that’s trade. Trade friction is dampening growth and ultimately will undermine consumer confidence.
June 3, 2019
As the rhetoric between China, the U.S. and the major trading partners of the U.S. escalates, markets have woken to concerns about growth and global growth.
May 31, 2019
Investors are fretting over the inversion in the yield curve, are concerned about oil and the threat of recession. So like a pair, bonds rallied with stocks.
May 30, 2019
The global economy has a fever and it's all because of the U.S. stance on trade. The global economy is slipping as Trump wages a universal war on trade and equity markets are suffering as well.
May 27, 2019
Monday will see markets in the U.S. closed for Memorial Day and this goes part way to explain Friday’s activities. With a long weekend looming, stock and bond markets were relatively quiet.
May 24, 2019
Risk assets fell amid concerns that the trade war may take some time to resolve and then unravel, with some economists touting that it may take until 2035 for tensions to ease.
May 22, 2019
By all accounts, the major tech companies have been beating a path to Trump’s office saying how much they stand to lose by not trading with Huawei. And it's significant.
May 21, 2019
The trade war suddenly is getting very nasty and there is now a lot at stake. The uncertainty is starting to make a number of major equity investors rethink strategy with concerns that the trade war will drag on for some time.
May 20, 2019
One wonders what this week brings following the confusion and sell off last week. Whilst the market was in the doldrums, consumer sentiment was sky high. China remains the enigma and the waters are murky. Trump is threatening Iran.