Macro Round-up – December 9th 2019

Donald Trump is somehow overseeing or threatening to conduct trade wars on three continents. The US China Trade War we have discussed in previous missives as investors focus on December 15th where the application of new tariffs on Chinese goods is a possibility. The...

Macro Round-up – December 2nd 2019

The US government signed a bill which in essence reprimanded the Chinese authorities in relation to their actions with Hong Kong protestors. This provides an added complication to trade War negotiations, with Chinese authorities threatening retaliation (sale of USTs,...

Macro Round-up – November 25th 2019

The minutes of the last Federal Reserve meeting provided few surprises. The Federal Reserve is likely, in the short term, to continue to provide verbal support to the economy as they await developments in the Trade War saga and the impact of their three cuts in short...