Dear readers, yesterday US President Donald Trump said something to the effect that it will be a long way ahead before the trade differences with China would be resolved. After absorbing Donald Trump’s latest comments, the global equities markets went south once again.
On the surface, it seems that investors are busy digesting the developments of the trade tensions between US and China. And also to mention, investors are looking at how the Federal Reserves will decide on the interest rates going forward. A third factor investors are looking at are geopolitical in factor: mainly Brexit, US and Iran developments, US and North Korea developments.
I urge investors to look beyond all the aforementioned developments for they may mask some of the economic developments that may be settling in. Economic developments that may not be positive for the global economy and that may bring a stocks markets corrections after close to a decade of good stocks run.
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