Sunday, 1 July 2018

Stories we should be thinking about

Stories we should be thinking about


Goodness...judging by the Barron’s cover image the fear about lower markets have
now evolved from maybe next year to the year after next year.  Hubris...




Saying that...I still prefer equities to bonds...which as per the below
(in popular investment grade bond form) had a poor second quarter:


And I am really surprised that so many negative yielding bonds still exist!
Plenty of strategic angst still apparent in the world.  Take this on the
World Trade Organisation from a recent EU-US discussions between
the respective President’s of each area:
And on global trade issues closer to home, the US President did not seem
particularly forthcoming in weekend announcements:

President Trump wants to wait until after midterm elections to move forward on a new
NAFTA deal with Mexico and Canada.

NAFTA, I could sign it tomorrow, but I'm not happy with it," he told the Fox Business

Network in an interview. "I want to make it more fair."

It comes as Ottawa struck back against U.S. tariffs on steel and aluminum imports,

unveiling tit-for-tat duties on an estimated C$16.6B of U.S. products


So time for pessimism?  Well, judging by the below published on the Financial Times website not time yet to be too pessimistic (yet)...


To read the rest of Stories we should be thinking about click HERE.

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