Sunday, 8 April 2018

Stories we should be thinking about

Stories we should be thinking about

Another volatile last week...

Of course lots of trade war chat at the moment, so interesting to read this:

‘China is ready to strike back at the US with a comprehensive set of
countermeasures that are designed to exert maximum pain on the US
economy, if the Trump administration follows through with what has widely
been described in China as extortionist efforts to gain leverage over China
in trade negotiations, Chinese experts warned on Saturday’

Sounds worrying...or is it just part of the negotiation process?  After all - as
noted below - ‘China doesn’t import enough US goods to match latest Trump
proposal’.  Part of the negotiations in my view...and of course China owns
all those Treasury bonds BUT also to aid their own development they need global
growth to continue to push on

But what is clear is that the volatility backdrop is changing (link here)... noted again here:

Hmm I think 2008, 2002 and 2009 were somewhat volatile years...

You can read the rest of Stories we should be thinking about HERE.  

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