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… 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… 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… 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… The coming trade friction and quite possibly geopolitical tensions between the US and China should be taken seriously by market players. In our opinion, this risk has increased. As a… Our forecast for future rate hikes by the FED in 2017 depend on inflationary pressures arising from the new economic policies of Trump. In general, inflation seems to be picking…
Global Macro Watch™ – Market Risks
FED Meeting – What to look for?
Mexican Geo-Political Risk
NAFTA Negotiation Forecast
Increasing Risk – US and China
FED Rate Forecast for 2017
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