LOOKING BEYOND THE PHASE ONE TRADE DEAL The US and Chinese administrations are set to sign the Phase One trade deal on the 15th January putting (at least a short) pause…
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THANK YOU, NEXT… The US and China have reached an agreement on a Phase One deal in which the US refrains from raising tariffs in December (scheduled for the 15th), whilst…
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LET IT GROW, LET IT GROW, LET IT GROW! Last week was an emotional rollercoaster for global investor sentiment due to US President Trump’s blunt remarks that signing a trade deal…
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A STRONG US ECONOMY STEAMS AHEAD The latest release of GDP statistics in the US confirmed that the world’s largest economy was able to sustain a pace broadly matching its trend-growth…
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IS THE LARGEST TRADE DEAL IN HISTORY REALLY VERY CLOSE? Although the economic diary was relatively light on relevant data releases, headlines related to the renewed strains between the US and…
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US OFFICIALS SOUND OPTIMISTIC ON PHASE ONE TRADE DEAL Top US and Chinese trade negotiators had a ‘constructive call’ on Saturday. It is welcome news that headlines have turned more…
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THE ROAD TO HELL IS PAVED WITH GOOD INTENTIONS The market continues to focus on the trade negotiations between the US and China. For a very short period of time…
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UNAMBIGUOUSLY POSITIVE MACRO DATA IN THE U.S. The strength of the US economy shined through the latest set of macro data releases, surprising investors positively. The 3Q19 real GDP growth print…
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