Trade conflict US/China, elections in the UK, monetary policy decisions of the US Fed and the ECB

Erste Group
Door december 9, 2019 09:45

Trade conflict US/China, elections in the UK, monetary policy decisions of the US Fed and the ECB

Week Ahead 

Trade agreement before December 15?

The most important event for the global markets next week will be the decision on further US tariffs on Chinese imports from December 15. This will affect annual imports of about USD 150bn; the tariff rate would be 15%. The basis for this will be whether the two governments can agree beforehand on a partial trade agreement. As in previous weeks and months, recent statements in this regard did not give a clear picture. President Trump said an agreement only after the US elections in November was possible. Meanwhile, the media quoted sources shortly thereafter speaking of a possible agreement before December 15 this year. An agreement next week would be received by the markets as a positive signal. This would fulfill hopes that had been fueled not least by President Trump himself already in October. Market sentiment would improve and yields on US government bonds would rise. In the other case, the signs would then be pointing to an escalation of the conflict again, which would trigger a correspondingly different reaction on the markets. 

Erste Group
Door december 9, 2019 09:45

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