Fog of (Trade) War

BlackRock
Door juli 11, 2019 07:31

Fog of (Trade) War

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Jeff makes the connection between the U.S.-China trade war, the Fed’s rate outlook and why there may be a silver lining for investors in a world of tit-for-tat tariffs.

After a rollercoaster two months of headlines about trade wars and tariffs, once again the market finds itself in the familiar position of not knowing what to think about the long-term effects of the U.S.-China trade dispute. But it does recognize this: that substantial progress on trade requires much more than an agreement on how many soybeans China purchases from the U.S. Muddling the issue – and further inflaming investor anxieties — is the U.S. government’s threatened use of tariffs to address non-trade related issues like immigration at the Mexican border.

In our view, trade uncertainty now represents the key macro (and as we will argue, micro) risks to the outlook.

How trade affects the Fed…

Fed Chair Jerome Powell best

BlackRock
Door juli 11, 2019 07:31

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Asset Allocation Consensus Juli

Evenementen

  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

Twitter

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

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