trade wars

Rising US interest rates, trade wars, the US midterm election results

Rising US interest rates, trade wars, the US midterm election results – should investors be worried? Key points It’s still too early to be sure that last month’s pullback in shares is over but we remain of the view that it was not the start of a deep bear market and that the trend in shares remains up Worries around US interest rates, trade wars, European politics etc are unlikely to be terminal. …

FinancialPartners 08/11/2018 08/11/2018 Blog / E - Economics / E - Market Update / E - Oliver's Insights Election / etc - should investors be worried? / Interest rates / investors / results / rising / Rising US interest rates / Rising US interest rates trade wars the US midterm election results / the US midterm election results / trade wars / US / US midterm / worried

Trade war risks are escalating – but a negotiated solution remains most likely

Trade war risks are escalating – but a negotiated solution remains most likely Key Points US actions in recent weeks have increased the risk of a full-blown trade war – primarily between the US and China – with a more significant economic impact. So far the bulk of the tariffs are just proposed so there is still room for a negotiated solution (which remains our base case with a 55% probability). But there is now …

FinancialPartners 21/06/2018 20/08/2018 Blog / E - Oliver's Insights Australian shares / Background / Background on trade wars and protectionism / Economic impact / escalating / full-blown / negotiated / Protectionism / reasons for hope / remains most likely / rising / Rising risk of a full-blown trade war / Risk / risks / solution / Trade / Trade war risks / Trade war risks are escalating – but a negotiated solution remains most likely / trade wars / war / What to watch / Where are we now