Keep Exposure to Risk Assets Modest as Structural Shift in US Policy Plays Out

Keep exposure to risk assets modest as structural shift in US policy plays out

RECENTLY, US President Donald Trump has shown signs of making concessions on the issue of tariffs on China, and market volatility has also subsided slightly. The market is speculating on the US’ next move, but my main focus is: What is the US’ real goal? A reshaping of the global trade system will be costly, and the tension between ideology and reality are rising.

Zambia : Markets cheer Trump’s EU retreat – but whiplash is damaging US credibility

Markets may be in a celebratory mood after President Trump’s latest reversal on threatened tariffs against the European Union, but this kind of erratic policymaking is not a sign of economic strength. It’s a growing liability. That’s the warning from Nigel Green, CEO of global financial advisory giant deVere Group, as European stock index futures […]

Markets cheer Trump’s EU retreat – but whiplash is damaging US credibility

Markets may be in a celebratory mood after President Trump’s latest reversal on threatened tariffs against the European Union, but this kind of erratic policymaking is not a sign of economic strength. It’s a growing liability.   That’s the warning from Nigel Green, CEO of global financial advisory giant deVere Group, as European stock index futures gained after Trump said he would extend the deadline for the EU to face higher tariffs.   The bloc…