Listen when people tell you who they are

JP Morgan
Door juni 4, 2019 10:28

Listen when people tell you who they are

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I had underestimated the chances of an escalating tariff war given the problems it creates for US businesses, for the stock market, for Republicans in the Senate who object to them, for some of Trump’s closest advisors and for the President’s 2020 political ambitions. Turns out the President is willing to risk all of that, at least for now. As far back as the 1980’s and again in 2011, Donald Trump was telling people that if he were President, he would take in “hundreds of billions in tariffs from countries that are screwing us”, and that he would start with a 25% tariff on China. Trump has been telling us who he is all along; I should have listened to him.

Perhaps some tariffs will be negotiated down after the June G20 meetings in Japan, or blocked by Congress; or perhaps the Fed will ease. If either occurs, equities should

JP Morgan
Door juni 4, 2019 10:28


Asset Allocation Consensus Juli


  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00


Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> #unicorns #IPO via @epochinvest

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