President Trump has pushed forward with additional rhetoric about bigger tariffs against China. And even changing significant legislation to block Chinese investment into “key” sectors for economic and national security. After Daimler warned its outlook for the year ahead isn’t positive considering the impact of tariffs could have,...
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This week is full of event risk; the US interest rates announcement, the market expects a 25-basis point increase, with an 85% probability, US and North Korea summit, US CPI, UK unemployment, ECB committee meeting and Italian policy uncertainty. All of these could push investors towards less risky assets...
Q1 GDP coming out at -2.2%, the worst since Q1 2009, reflects that the Ramaphoria optimism has not resulted in any tangible results and likely kept investors complacent. The Rand strength is hard to explain and perhaps it will weaken while investors and portfolio managers digest the impact...