Trade war

The trade war is back – what went wrong, what it means for share markets and Australia

The trade war is back – what went wrong, what it means for share markets and Australia Key points Consumer expectations of instant gratification are driving down delivery times Labour shortages and traffic congestion highlight the criticality of well-located logistics facilities The trade war between the US and China has returned after talks to resolve their trade differences broke down. Our base case remains that a deal will be reached to resolve …

FinancialPartners 16/05/2019 15/05/2019 Blog / E - Economics / E - Financial Snapshot / E - Oliver's Insights / FP - Financial Planning Australia / Back / Economic impact / Market / President Trump / Protectionism / raising tariffs / share / share-markets / Trade / trade talks / Trade war / US/China / US/China trade talks / war / wrong

Trumponomics and investment markets

Trumponomics and investment markets Key points So far President Trump has been positive for share markets but this year the focus is increasingly shifting to populist policies with greater risk for investors. The key risks to keep an eye on in this regard relate to trade conflict and the expanding US budget deficit, although the latter is more a risk for when the US economy next turns down. However, the best approach for investors in …

FinancialPartners 27/07/2018 20/08/2018 Blog / E - Economics / E - Oliver's Insights Deficit / Investment / Investment markets / markets / risks / Trade war / Trade war risks / Trump / Trumponomics / Trumponomics and investment markets / US / US budget / USA

US China trade war fears – Q & A

US China trade war fears – Q & A Key points President Trump’s actions on trade are mainly aimed at achieving better access for US exports to China and better treatment of US intellectual property by China. They are not primarily aimed at traditional US allies, reducing the risk of a global trade war. So far there is only a “phoney trade war” between the US and China as major tariffs are only “proposed”. Signs …

FinancialPartners 12/04/2018 20/08/2018 Blog / E - Oliver's Insights 2002 United States steel tariff / Balance of trade / China / Comparative advantage / Economics / European Union / Export / Fears / Free trade / General Agreement on Tariffs and Trade / Globalization / Import quota / International economics / International trade / Mercantilism / Office of the United States Trade Representative / Protectionism / Q & A / Race to the bottom / Swiss Formula / Tariff / Trade / Trade barrier / Trade bloc / Trade war / United States public debt / US / US China trade war fears / US China trade war fears – Q & A / war / World Trade Organization

Share market volatility – Trump and trade war risks

Share market volatility – Trump and trade war risks Key points Worries about the Fed, trade wars (the risk of which has been significantly exaggerated) and President Trump generally have increased the risk around the global outlook but are unlikely to drive a major bear market. The key issue is whether the US is about to enter a recession and our assessment remains that a US recession is not imminent. The key for investors is …