“Phase one” deal is unlikely. But perhaps the tariffs hike is too.
As the deadline for the December tariffs is approaching and there is growing appeal to “trade the event”, let’s review again the reasons why the “Phase One" deal will likely be delayed:Absolute...
Examining The Labour Party Manifesto
Yesterday we broke down the main points from the Conservative party’s 2019 election manifesto. With the Conservative party projected to win the elections, a Labour party win would represent a...
Examining The Conservative Party Manifesto
Beyond BrexitTabloid media in the UK has predominantly painted the UK general elections as being almost entirely about the outcome of Brexit. While it is certainly true that the outcome of the...
China Closes Uyghur ‘Training Centres’ While Farmers ‘Sponge Off’ the US Government
Today I’d like to share with two things you that have come to my attention, which may affect the odds of the trade deal and Trump’s Re-Election:China closes ‘vocational education centers’ for Chinese...
The IndeX Files 10-12-2019
Risk Factors Building UpGlobal equities benchmarks have seen a loss of upside momentum over recent trading. With the year winding down, the risk factors affecting equities (Brexit, US-Sino trade war,...
What You Need to Know About the November NFP Besides Headline Figures.
European stock markets kicked off the week with a slight decline amid weak data on the Chinese economy, lack of clarity on December tariffs (despite the looming deadline) and uncertainty before the...
Precious Metals Monday 09-12-2019
GoldThe congestion in gold prices over recent weeks reflects the lack of clarity on the main factors impacting the gold market. US-Sino trade relations, as well as the outlook for the US Dollar...
Potential UK Elections Outcomes Examined
With the UK general elections on December 12th fast approaching, investors are battling to get a grip of how the various potential outcomes might impact the UK economy and as a result, the path of the...
The Investment Bank Outlook 09-12-2019
In our Investment Bank Outlook each week, we bring you a selection of perspectives from leading investment banks to outline the key issues and directional views for the week ahead. These excerpts,...
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