Trump

Context With the current escalation in trade tensions between the US and China, tonight’s Chinese trade balance data will take on extra importance. Last week, President Trump took the market by surprise when he announced a fresh set of… Read More

Treasury Statement Tensions between the US and China have continued to erupt this week. President Trump unexpectedly announced fresh 10% tariffs on a further $300 billion of Chinese goods, due to start September 1st. Following… Read More

Following the last meeting of the US Federal Reserve, talk on the street brought up mentions of currency intervention. This is because President Trump was noticeably unhappy with the result of the meeting, leading to speculation that he… Read More

The issue of potential US currency intervention has taken on greater focus over recent months. This view has grown steadily, in line with consistent comments made by President Trump regarding both the excessive strength of the US dollar… Read More

Focus at the start has been on the US budget arrangements that have been under consideration recently. Yesterday it was announced that, following tense negotiations, a deal had been made between President Trump and congressional leaders.… Read More

Over the last week or so, chatter regarding potential US currency intervention has begun to surface among some of the top global investment banks and hedge funds. Key names such as Goldman Sachs & Pimco have been openly discussing the… Read More

Trump and Xi Take Centre Stage The G20 summit held in Japan last weekend was once again upstaged by the meeting which took place along the sidelines between Trump and Chinese premier Xi Jinping. The fresh outbreak of tariff increases… Read More

Fresh US Data Weakness The US ISM Manufacturing index released yesterday added further weight to the case for the Fed to ease. The data showed the sector recorded its slowest growth since October 2016 over June. It fell to 51.7, from 52.1… Read More

Iran Shoots Down US Spy Drone Tensions between the US and Iran have reached fever pitch recently following confirmation that Iran shot down a US spy drone last week. Iran stated that the drone had been shot-down due to flying through… Read More