Economic & Political Roundup - July 2019
A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned. Led by the US, which had its best month since January, equity markets had a strong June as confidence in the likelihood of a Fed rate cut grows. Gold also shone on the back of geopolitical tension in the Middle East while the US dollar lost value following softer economic data and the prospect of an interest rate cut.
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