It’s confirmed.

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.

Oh, what a lovely (trade) war.

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.

The Jitter Bug.

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.

Reality bites.

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.

Now for a holiday.

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.

Retreat, retreat.

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.

Chips are up.

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.

Sell In May, should’ve stayed away.

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.

The Merry-Go-Round.

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.