There’ll be good buying for those who are prepared

Chief Investment Officer and founder of Aitken Investment Management
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Apparently trade wars aren’t “easy to win”, with both the US and China seemingly digging their heals in for a prolonged fight.

While global equity markets are moving up and down on a daily basis in line with whatever “Trump tweet bingo” says, the fact of the matter is the bond market has voted aggressively in terms of record lows yields and we’re now seeing economic data confirmation of the global damage being done by tariffs.

The clear fact that tariffs are now effecting US economic data is interesting. The US had previously been relatively immune to tariff escalation in terms of near-term economic data but that’s all started to change.

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