Trade Tensions

Less than 24 hours hours after the People’s Bank of China hinted it may change the components of its USD/CNY basket, global currency and bond markets were shaken by Bloomberg reports that it is considering scaling down its purchases of US treasury bonds. This was in light of surging trade tensions with US. Less than 12 hours later, Canadian offi...

2018-01-17 Ashraf Laidi Read more

With the New Year on the horizon it’s time to take a look back over 2017 and explore what happened to the big calls that were being made at the beginning of the year.   The Trump Trade   At the start of the year, the main market focus was the newly appointed US President Trump and the prospect of massive fiscal stimulus and an ...

2018-01-17 James Harte Read more
Trump trade resitrictions_1107

Trade Tariffs Take A Backseat So Far Over the course of Trump’s presidential campaign, his proposed trade restrictions were a key focal point, and risk sentiment suffered as a result of the uncertainty linked to the issue. However, at the start of the second half of the year, it appears that investors are currently attaching little risk to the ...

2017-07-26 James Harte Read more
Donald Trump_Canada_USDCAD_2504

Trump Delays Funding For Mexican Border Wall It was a mixed morning for risk sentiment as news stories broke relating to the Trump administration. Firstly, supporting investor news sentiment, White House officials commented during an address on Monday night that the President would be willing to wait until later this year before sourcing fundi...

2017-07-26 James Harte Read more
Trump debate_US Elections 2016

Following the speculative rally by the equity markets and the U.S. dollar following the election victory of Donald Trump, nearly four months later, the markets have nothing to go by from President Trump. Last week, the U.S. dollar fell below the psychological round number level of 100.00 as investors pared bets on the so-called "Trump Trade," w...

2017-03-29 John Benjamin Read more