031918 CGI Weekly Global Equities Strategy Update
In Europe, Olaf Scholz, German Finance Minister is "seriously concerned" about
a trade stand-off with the US, and that free trade is being put at risk, and that
protectionism is not the answer to the difficulties of our time. The situation is
serious, and that Germany would continue talks to dissuade the US from imposing
planned punitive steel and aluminum tariffs.”
Economic growth in the UK will remain at the bottom of the G7 group of
advanced countries until at least the end of the decade, the British Chambers of
Commerce has warned, however, it upgraded its GDP forecast for this year from 1.1%
cent to 1.4% and raised its outlook for 2019 from 1.3% to 1.5%.
In the Americas, 45 US trade associations representing some of the largest
companies in the country are urging President Donald Trump not to impose
tariffs on China, warning it would be "particularly harmful" to the US economy
and consumers
Y-t-d, $9.8Bn has flowed into tech stocks, and $7.3Bn into financials, while $41Bn
has flowed into emerging markets and $31Bn into Japan. Nevertheless, shares
around the world were stuck on their worst run since November earlier today, as
caution gripped traders in a week in which the Federal Reserve is likely to raise
US interest rates and perhaps signal as many as three more hikes lie in store this
year. A near 1% drop for Europe's main bourses, amid a flurry of gloomy EU
company news and weaker Wall Street futures meant MSCI's World index was
down for a fifth day running.
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