B2B Central

US

20 Jun 2018

Mid-year review: Outlook good for US

By Janice Roberts

HSBC Global Asset Management recently published its mid-year review in which it notes that after near universal growth throughout 2017, divergence has returned.  While the outlook for the US is good, HSBC is less positive about Europe and Japan.  In its opinion, emerging markets – especially  those in Asia – look to remain strong. “We...
04 Jun 2018

Who needs enemies when you’ve got friends like the US?

By Janice Roberts

By Arno Lawrenz, Global Investment Strategist at Ashburton Investments. EU and Canada steel themselves for a trade fight after news breaks of US tariffs on steel and aluminium. It was in March 2018 that the Trump Administration announced that for national security reasons, tariffs would be levied on imports of steel and aluminium. Given that the...
06 Apr 2018

US Doubles Down In China Tariff Dispute, Worsening Credit Conditions

By Janice Roberts

The U.S. announcement that it may impose tariffs on another $100 billion of unspecified Chinese imports further raises the stakes in the China-U.S. trade dispute. This action draws the countries even nearer to an all-out trade war, according to S&P Global Ratings. “We still hold the view that the potential near-term effects on corporate credit...
05 Apr 2018

S&P: China-U.S. Tariff Dispute Turns Up A Notch, Raising Credit Risks

By Janice Roberts

The tit-for-tat tariff dispute between the U.S. and China is turning up a notch and could draw the countries closer to an all-out trade war. That’s according to S&P Global Ratings in a report published today. “Our base case doesn’t factor in a Sino-U.S. trade war. We therefore consider the proposed tariffs are unlikely to...
02 May 2017

US recession watch update

By Janice Roberts

By Helmo Preuss. On 28 April 2017 the US Bureau of Economic Analysis (BEA) reported the slowest quarterly growth in personal consumption expenditure (PCE) in the first quarter 2017 since the recession year of 2009. This slowdown had been well signalled by the collapse in light vehicle sales. If one excludes the non-discretionary healthcare component,...
11 Apr 2017

The 10 key themes investors must not ignore in 2017

By Janice Roberts

By Marianna Georgakopoulou Head of Asset Allocation at Ashburton Investments.  Global macro indicators are currently strong, with a clear cyclical recovery underway in most regions of the world. In particular, industrial and consumer survey data in the US is extremely positive. However, we are cognisant expectations are high for a continuation of this economic strength,...
24 Mar 2017

US Recession Watch - March 2017

By Janice Roberts

By Helmo Preuss, Forecaster Ecosa.   The American consumer is the bedrock of the US economy accounting for 69.1% of total GDP in 2016, while exports only managed a 12.6% share. That means when the Bureau of Economic Analysis (BEA) reports a decline in real personal consumption expenditure (PCE) then investors and economists should sit...
16 Jan 2017

The world in 2017

By Janice Roberts

Geopolitical Analysis Platform, Stratfor, says economic frustration, a China in transition and a U.S. focus on pulling back from overseas obligations this year, will have an enduring impact on the global economy and international system.
12 Dec 2016

Is a fed rate hike a foregone conclusion?

By Janice Roberts

Although markets have started pricing in a December rate hike by the US Federal Reserve (Fed), PSG Wealth believes there is a strong argument to be made that they shouldn’t, writes Adriaan Pask, Chief Investment Officer. 
11 Aug 2016

Goldilocks is a warning sign that investors need to act

By Janice Roberts

America’s Goldilocks economy should be an alarm call for investors worldwide, warns the CEO of one of the world’s largest independent financial advisory organisations.