Weekly Wrap Nov 5: Mid term looms
Altogether, the global picture is one of a natural cyclical slowdown with the US prolonging its cycle at the expense of a weaker future fiscal position.
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Altogether, the global picture is one of a natural cyclical slowdown with the US prolonging its cycle at the expense of a weaker future fiscal position.
Continue readingWith less than 2 months to the mid-terms, expect media coverage of the campaign to ratchet up and the President to become more aggressive and unpredictable on domestic and international fronts.
Continue readingChina equity markets had another volatile week, mostly of their own making.
Continue readingSomehow the market extrapolated Eurozone growth in 2H 2017 and priced in a more hawkish ECB policy response which the ECB has now retreated from.
Continue readingDemocrats have been winning more congressional seats since Trump took office and the midterms will be a further test for the President.
Continue readingGrowth in the Eurozone bears close watching.
Continue readingLast week, after contentious negotiations, the EU announced a deal on migration which was conspicuously short on details.
Continue readingTrade wars hurt everybody and tariffs are not a very effective weapon of trade war.
Continue readingThe world’s largest consumers, including of course the US, have signalled concern at the rising oil price.
Continue readingThis week the big 3 central banks meet and each with a different agenda.
Continue readingEconomic growth in emerging markets will continue to outrun developed market growth.
Continue readingThe focus of issuance will impact the shape of the curve but overall, it’s clear that total supply will increase impacting the general level of the curve. Definitely grounds for caution on duration.
Continue readingThe ECB may find itself having to replace QE with a less direct accommodation policy. This could have impact on the EUR.
Continue readingGiven the ubiquity of tech in our daily lives, it is likely more issues will arise on the regulators’ agendas. Might tech be the next over-regulated sector with profitability squeezed into utilities territory?
Continue readingBeneath the media noise, the US and the Chinese may be using this time to hammer out some pretty tough negotiations. Unfortuntately for the markets, headline risks on trade war is likely to persist in the meantime.
Continue readingOn markets, the Technology sector was in the limelight for equities, with a number of prominent companies in the sector hit with negative developments and news.
Continue readingChina responded with a list of some 128 US products which could face new and additional duties.
Continue readingThe Trump administration’s reinvigorated protectionist agenda brings trade conflict back to the fore but global supply chains are more complicated since the proliferation of globalization.
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