March Rate Hike and Fed Policy
The market now sees 3 rate hikes instead of 2 for for 2017. We have had this position for some time in our previous forecasts. Regarding the pace of rate…
Turkish Referendum and Dutch Spat
The tensions between Turkey and the Netherlands has heated up with threats of sanctions. From an investment point of view, it is politically motivated on both sides due to the…
Global Macro Watch™ – Market Risks
Investor sentiment reached new highs after the Trump speech last week. Instead of putting new money into the market at this stage, we would suggest investors to tread carefully. Over…
FED Meeting – What to look for?
The FED meeting today is important for setting up future rate moves. I would pay less attention to the data and more attention to the tone of the language. Regarding…
Mexican Geo-Political Risk
Having approached the NAFTA issue with very hardball tactics and striking at the sensibilities of the Mexicans with the implementation of the wall along the Mexican border, has increased tensions.…
NAFTA Negotiation Forecast
The new Trump administration has met with auto executives recently. He has threatened a 35% tax on imports from Mexico. Yesterday, without notifying the Mexican delegation, Trump and his press…