Strategy & economics

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

Caspar Rock

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.

This article is issued by Cazenove Capital which is part of the Schroder Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements. All data contained within this document is sourced from Cazenove Capital unless otherwise stated.

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