THE SPAT GOES ON: “IT’S NOT ME, IT’S YOU” The US and China were pointing fingers at each other last week claiming that their partner acted unreasonably and hindered making…
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WILL THE QUARREL EVER END? Last week we pointed out that global investor sentiment deteriorated because of the escalating trade tensions between the US and China, despite the release of encouraging macroeconomic data from…
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RENEWED TRADE TENSIONS POISON THE WELL Talks between the US and China ended without a resolution last week. Trade tensions escalated further, as the US administration raised tariffs to 25% on…
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PRESIDENT TRUMP SPOOKED MARKETS Before President Trump unexpectedly threatened to further raise tariffs on Chinese imports, the case for a meaningful and sustained improvement in global market sentiment has been building, as…
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THE GLASS CAN BECOME MORE THAN HALF FULL THIS WEEK Investors have a very busy week ahead in terms of data releases and policy events. The economic diary in the US…
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THERE ARE REASONS TO BE OPTIMISTIC ABOUT GLOBAL GROWTH Economic activity data in China for the first quarter of this year came in stronger than the market’s expectations: real GDP growth…
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SWITCHING TO DATA-WATCHING MODE As the global economy has been going through a phase of slowdown, markets have become increasingly jittery. Is a rebound in economic growth on the horizon…
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TRADE TENSIONS EASE BETWEEN U.S. AND CHINA One of the obstacles hindering further improvement in global market sentiment is the trade dispute between the US and China. Finally, more constructive headlines…
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GROWING PAINS AS U.S. Q4 GDP REVISED DOWN TO 2.2% The U.S. economy showed further signs of slowing as the 4Q18 GDP figure was revised down to 2.2%, which was significantly…
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US TREASURY MARKET RATTLED BY IDEA OF A RECESSION By the end of the week, headlines on almost all major media outlets screamed that a recession in the US is…
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