Caspar Rock: Monday markets - the week ahead on 13 May

Politics are again dominating the agenda, with a break down in trade talks between China and the US and ongoing Brexit negotiations.

12/05/2019
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Authors

Caspar Rock
Chief Investment Officer

Last week was all about trade, with markets jolted from complacency on current negotiations between the US and China. US and European stock markets fell 2 - 3% while Chinese equities were 5% lower. With the introduction of further tariffs by the US, and strong language from both sides, it looks unlikely either side will back down just yet.

In the UK, this week sees further Brexit negotiations between the government and the opposition. On Tuesday, employment figures for March are released.

In the Eurozone, Wednesday sees the release of Q1 GDP. Activity is expected to rise by 0.4% quarter-on-quarter.

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Authors

Caspar Rock
Chief Investment Officer

Topics

Cazenove Capital is a trading name of Schroders (C.I.) Ltd which is licensed under the Banking Supervision (Bailiwick of Guernsey) Law 2020 and the Protection of Investors (Bailiwick of Guernsey) Law 2020, as amended in the conduct of banking and investment business. Registered address at Regency Court, Glategny Esplanade, St. Peter Port, Guernsey GY1 3UF, (No.24546) . Schroders (C.I.) Limited, Jersey Branch is regulated by the Jersey Financial Services Commission in the conduct of investment business. Registered address at IFC1, Esplanade, St Helier, Jersey, JE2 3BX, (No.31076).

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