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Tag "trade war"

Lots of talk about tariffs

Lots of talk about tariffs

🕔17:53, 19.jul 2019

Actions over the past four weeks have made it increasingly clear that trade uncertainty will persist over the next few quarters, with the potential increasing that trade tensions escalate even further. Even absent a full-on trade deluge scenario, the lingering

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China’s GDP growth receded to 6.2% yoy in Q2

China’s GDP growth receded to 6.2% yoy in Q2

🕔16:44, 18.jul 2019

GIAM Macro & Market Research – Market Commentary As published this morning, China’s GDP growth receded to 6.2% yoy in the second quarter. This number was widely expected by market forecasts (Reuters, Bloomberg) and thus no surprise. However, it marked

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A Long Restructuring for Global Trade

A Long Restructuring for Global Trade

🕔11:02, 12.jul 2019

Like most periods of economic transition, the current rethinking and reshaping of global supply chains — heightened by US-China trade tensions, but begun earlier — is marked by uncertainty, lack of clarity, and even questions about whether it is actually

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Barometer of financial markets, June investment outlook

Barometer of financial markets, June investment outlook

🕔17:02, 30.jun 2019

Barometer: More pain to come Fresh trade tensions raise concerns about prospects for both the global economy and equity markets. 

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Knee jerk reaction

Knee jerk reaction

🕔11:02, 28.jun 2019

Macro Weekly First reaction to re-escalting trade war visible Korea hit by more than the trade war? Central bankers promising (much) more easing

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Intrigue and Trade

Intrigue and Trade

🕔19:02, 26.jun 2019

An economic forecast rests on a foundation of assumptions about politics. They are assumptions, not expectations, because politics is not an area where economists have a discernible edge. Recent trade news, the US federal budget, national security, and election results

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G20 US/China talks – a potential juncture for the global economy

G20 US/China talks – a potential juncture for the global economy

🕔17:59, 24.jun 2019

The US remains the centre of attention Last week President Donald Trump made an unprecedented intervention, following the European Central Bank’s monetary policy meeting, where he accused it of currency manipulation, as the value of the dollar fell against the

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Fed Preview: Time To Reverse Course

Fed Preview: Time To Reverse Course

🕔15:06, 19.jun 2019

It’s been a tough year for the Federal Reserve…and it’s only June! Berated in some corners for pushing up interest rates late last year, the Fed changed its tone in January and seemed set for a long, comfortable pause. Then

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Economic and Strategy Viewpoint June 2019

Economic and Strategy Viewpoint June 2019

🕔15:04, 14.jun 2019

Lower for longer in EM? Higher oil prices and renewed trade tensions see largely negative revisions to our emerging markets (EM) forecasts this quarter, though there are few dramatic changes. Idiosyncratic factors are also at work, and in some cases

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The US-China Trade Conflict: How Long Will This Keep Going On?

The US-China Trade Conflict: How Long Will This Keep Going On?

🕔11:03, 11.jun 2019

Investment Strategy Insights Most emerging countries are economically fragile when entering the World Trade Organization (WTO) and are granted leniencies not available to developed countries. As China grew within the WTO to an economic superpower, it became clear that the

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Nieuwe zet in handelsconflict

Nieuwe zet in handelsconflict

🕔15:04, 8.jun 2019

Politieke risico’s domineren Geopolitieke risico’s eisten de afgelopen maanden weer een hoofdrol op. Het handelsconflict tussen de Verenigde Staten en China escaleerde, terwijl een oplossing juist binnen handbereik leek. Het geschil tussen beide landen draait om meer dan handel alleen.

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US vs. China: Trade War Looming, or Overstated Hysteria?

US vs. China: Trade War Looming, or Overstated Hysteria?

🕔15:02, 29.mei 2019

Strategy Espresso “Full-Blown Trade War is Quickly Shifting from Risk to ‘Baseline’” read a Bloomberg headline on Thursday 23 May, as analysts and economists from multiple institutions began adjusting their assumptions regarding whether a trade deal between the US and

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:02, 28.mei 2019

Global markets and multi-asset portfolios It was only a few weeks back that the S&P 500 made new record highs, first quarter U.S. GDP soundly beat consensus with a well-above-trend 3.2% print and European data began to show signs of

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The Outlook for Escalating Trade Tensions

The Outlook for Escalating Trade Tensions

🕔11:02, 28.mei 2019

Recognizing that uncertainties regarding U.S./China trade tensions have multiplied, our perspective on recent developments are based on the question of: “what do we actually know?” 

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UBS House View, Investor’s Guide

UBS House View, Investor’s Guide

🕔11:02, 28.mei 2019

No rush? On Thursday 2 May, US productivity grew at a nine-year high. The next day, the US celebrated unemployment at a 50-year low. But investors who partied into the weekend were sick Monday morning after President Donald Trump tweeted he

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Emerging Market Debt Update

Emerging Market Debt Update

🕔09:02, 27.mei 2019

Investors turn to social media for tariff-truce updates ahead of a presidential in-person meeting at the G20 in June. Financial market participants spent much of the week monitoring the Twitter account of the US President in an attempt to decipher

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May Investment Strategy: Dealing with the governments we deserve

May Investment Strategy: Dealing with the governments we deserve

🕔17:54, 21.mei 2019

Key points US-China tensions are back with a new round of tariff increases and threats of further escalation First quarter GDP data surprised on the upside in the US (significantly), in China and in Europe The demand breakdown as well

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China Watch

China Watch

🕔11:02, 20.mei 2019

Oops, he did it again US-China tensions re-escalate  … affecting stock markets and the yuan  Complete breakdown of talks not likely, but uncertainty remains high

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US-China trade: continuing the talks while making the war

US-China trade: continuing the talks while making the war

🕔11:02, 20.mei 2019

Investment Talks In our opinion, investors should dismiss the idea that talks could break down, albeit uncertainties remain. Recent work has focused on details and wording, with the majority of the agreement document having been completed. However, several major issues

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US-China trade: continuing the talks while making the war

US-China trade: continuing the talks while making the war

🕔15:02, 15.mei 2019

Investment Talks After the US raised its tariffs on $200bn of Chinese products from 10% to 25%, China announced retaliation measures on $60bn of US goods to take effect on 1st of June. More specifically, the new tariffs will be

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US tariffs hit China, as Europe’s car industry hopes for the best

US tariffs hit China, as Europe’s car industry hopes for the best

🕔16:17, 13.mei 2019

Trade negotiations between the US and China continue after the US increased tariffs on $200bn of goods from China to 25%. While talks between the two countries continued throughout Friday, and they were described as “congenial”, “productive” and having gone

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Do President Trump’s trade threats spell doom for markets?

Do President Trump’s trade threats spell doom for markets?

🕔13:02, 10.mei 2019

Market excitement about a resolution to the long-running U.S.-China trade dispute built ahead of (what were rumored to be) the final round of negotiations this week. However, comments from President Trump midday Sunday helped to dash that optimism. He threated

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US-China Economic Relations: From Conflict to Solutions

US-China Economic Relations: From Conflict to Solutions

🕔15:21, 24.apr 2019

All of us, empirical reality-based economists, whether working in China or the United States, believe that outright trade war between the world’s two largest economies would be devastating to the working people of both countries, as well as destructive to

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From Trade War to Trade Talks?

From Trade War to Trade Talks?

🕔13:02, 16.apr 2019

 Macro Weekly Talks on trade between the US and EU and Japan look to be on the cards The spectre of a trade war has haunted a global economy this year already struggling with the lagged effects of the tightening

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Monthly Commodity Insights

Monthly Commodity Insights

🕔13:02, 16.apr 2019

Trade talk optimism lifts prices, but price gains become smaller We think that in the months ahead, commodity prices will be influenced by the trade deal narrative. Positive news from the talks will lift commodity prices further (such as industrial

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Zoek

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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