Independent Strategy

La Rentree

Report Date:  26th August, 2019

Nothing in recent events has mellowed our views on the risks facing the global economy. The China/US trade conflict is deeper than the name suggests with Hong Kong a further flashpoint in this confrontation. This continues to chip away at business confidence, evident in weakening investment and the slowdown in global trade. Rate cuts might delay the onset but can’t offset the damage done. Equities will be the number one casualty. We remain short the euro versus the US dollar. We remain long gold.

To read the full report - Login or Subscribe

SUBSCRIBE
Author:
< Back|All Reports|< Previous   Next >

Login|How to Subscribe|Browse All Reports|About Independent Strategy

In the Media

Confidence in China isn’t coming back
Confidence in China isn’t coming back
David Roche CNBC Asia Squawkbox 08/11/23
David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand
David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand
David Roche CNBC Asia Street Signs 20/10/23
The US could slip into recession next year because the Fed seem determined to keep rates high for too long
The US could slip into recession next year because the Fed seem determined to keep rates high for too long
David Roche CNBC Asia Street Signs 20/10/23
China in the next decade
China in the next decade
David Roche Bloomberg TV 27/09/23

Subscribe to our YouTube Channel