Investors are hoping Trump is playing tactics

When equity markets were hitting new highs Donald Trump was taking all the credit. “The reason our stock market is so successful is because of me,” the President declared to journalists aboard Air Force One. But the problem with this attitude, as noted by Barack Obama’s former press secretary Jay Carney, is that if you … Continue reading “Investors are hoping Trump is playing tactics”

Can China get along with President Trump?

When President Trump met President Xi we were told the meeting went well. The two men recognised the power each held, and both had a reason to want a positive relationship. Mr Trump understood the influence China has over North Korea, and wanted help with sorting out the tensions over North Korea’s development of nuclear … Continue reading “Can China get along with President Trump?”

War of Words

Global stockmarkets suffered another month of losses in March, with investors becoming unnerved by the potential fallout of an impending trade war. This has been instigated by President Trump expressing an intention to impose tariffs across a wide range of imports, with China the prime target. Given there tends to be no winners in a … Continue reading “War of Words”

America First – At what cost?

Just as economies around the world show signs of growing in sync (which is rare) Donald Trump has announced tariffs on imported steel and aluminium. Stock markets reacted badly to the news, on fears of a possible trade war. After taking rising interest rates and stock market volatility in their stride, the threat of protectionism … Continue reading “America First – At what cost?”

Bad news and good news for markets

Woes have come together in recent days for share markets. As if Mr Trump’s threats of a trade war were not enough, the President has now joined with others in criticising the business model and tax charges of some leading tech companies. After months of leadership by Nasdaq we saw the tech index falling as … Continue reading “Bad news and good news for markets”