14 December 2018 Bob Cunneen, Senior Economist and Portfolio Specialist US economic growth vs yield curve Source: Federal Reserve Bank of St Louis   Investors have become alarmed that the US yield curve indicates that a recession is coming. The ‘yield curve’ is the gap between long-term and short-term interest rates (red line). Currently the US…

Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead Rafferty.

Highlights: The US economy is likely to face headwinds from the lagged effects of interest rate tightening and fading fiscal stimulus, as well as a stronger US dollar if a tightening Fed policy remains. A trade war détente was reached between China and the US at the recent G20 meeting in Argentina, but trade issues…

5 December 2018 Bob Cunneen, Senior Economist and Portfolio Specialist   Copper VS PMI* survey Sources: Markit and London Metal Exchange *PMI – Purchasing Managers’ Index A truce appears to have been declared in the current US-China trade war. US President Trump and Chinese President Jinping have agreed to delay further tariff changes for another 90…