Sunday, 9 July 2017

Stories we should be thinking about

Stories we should be thinking about

Macro matters:

So the G20 communique was solidly boring...to allow the leaders to go on holiday?!

"G20 drafts unanimous communique”

Although there were some fascinating observations e.g.

Vladimir Putin said in Hamburg today after the G20: "The TV Trump is not the real Trump."  

However hard not to think that future meetings will come back to trade and related issues


And then as shown in the pictures on the next page the political angst implied by the protests/violence on display shows that there is plenty for the world’s leaders to continue to worry about…



And of course markets remain excitable after a generally good-to-great H1…

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1 comment:

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