The Guardian (July 9)
“The pound has come under fresh selling pressure amid rising fears over the strength of the British economy as no-deal Brexit looms,” tumbling to its lowest sustained level in over two years. “The latest sell-off comes at a time of a stalling UK economy, as the boost from stockpiling before the original Brexit deadline begins to fade” and fears grow that “the economy probably contracted in the three months to June, raising fears of a technical recession.”
Tags: Brexit, Economy, Fears, No-deal, Pound, Pressure, Recession, Sell-off, Stalling, Stockpiling, UK
Wall Street Journal (April 7)
“Friday’s solid labor report out to ease fears that the U.S. Economy is skidding toward recession…While growth has cooled, neither recession nor runaway inflation appear imminent.”
Reuters (March 25)
“Downbeat data from the US and Europe, combined with a cautious tone from the Federal Reserve, frightened investors last week. The first inversion in the US bond yield curve since 2007 also heightened concerns, by raising fears of a recession in the world’s largest economy.”
Australian Financial Review (January 2)
“The Trump administration’s willingness to push the Chinese harder on trade has struck a bilateral chord. Beijing is listening. So far, so good. Now the question is what the US wants to achieve. Answer: the total destruction of China as a competitor. That isn’t a trade goal, and the demands being made contradict one another. This aim also unnecessarily awakens Beijing’s deepest nationalist fears…. Things are likely to get much worse from here.”
Tags: China, Competitor, Contradict, Demands, Destruction, Fears, Nationalist, Trump
Chicago Tribune (October 30)
“The caravan of several thousand people coming north through Mexico has stirred all sorts of fears here at home…. But the actual grounds for fear are sparse.” Some won’t complete the journey. Many will apply for asylum. Only a small percentage will eventually make it into the U.S., either legally or illegally. Furthermore, “a body of evidence indicates that immigrants in general are less likely to commit crimes than native-born Americans.”
The Guardian (October 1)
“British manufacturers are pulling back sharply on investment plans due to mounting uncertainty over Brexit and growing fears of a global trade war,” with only a third of firms planning to “to increase their investment in plant and machinery – a record low.”
Tags: Brexit, Fears, Global trade war, Investment plans, Machinery, Manufacturers, Plant, Pulling back, UK, Uncertainty
Reuters (August 9)
“The last thing the Bank of England wants right now, one suspects, is a precipitous fall in the value of the pound. Yet with the worst Brexit fears intensifying, that’s exactly what it may have to brace for.”
Wall Street Journal (June 21)
Investors aren’t quite sure “how to trade a trade war.” Some obvious stocks like Boeing and Caterpillar are being hit hard, but for many others there’s a lack of information on the potential impact, “partly because supply chains are so complex.” While there’s much to “suggest that trade war fears haven’t sunk in properly,” the bigger issue is that it is challenging “to price in something you don’t understand, and the implications of a trade battle are obscure, at best.” We don’t know “precisely which products will be targeted in the next round, or how long the tariffs will last.”
Tags: Boeing, Caterpillar, Complex, Fears, Impact, Implications, Investors, Obscure, Products, Supply chains, Targeted, Tariffs, Trade war
Reuters (March 16)
“Simmering fears of a global trade war. An embarrassing political scandal in Japan. Rapid job-turnover inside the White House and the threat of faster interest rate hikes in the United States….” Yet somehow “markets have brushed aside risks and recurring bad news on geopolitics to stay focused on positive macro-economic cues.”
Tags: Embarrassing, Fears, Geopolitics, Interest rate hikes, Japan, Markets, Scandal, Simmering, Threats, Trade war, U.S., White House
Investment Week (December 9)
“The industry has been gripped by fears of an impending market correction for some time now and debating what could cause a pullback, but talk may have been premature as global equity markets continue to hit fresh record highs into the latter stages of 2017.” UK wealth managers have been “more downbeat than their global peers” due to domestic issues like “negotiating Brexit and the potential for a Labour win if another snap General Election is called.”
Tags: Brexit, Downbeat, Equity markets, Fears, Industry, Market correction, Premature, Pullback, Record highs, Snap election, UK, Wealth managers
