Barron’s (July 19)
“This market risk is a slow-motion wreck waiting to happen.” And yet the U.S. market remains sanguine, largely tuning “out the past week’s tariff drama.” Freya Beamish, Chief Economist at TS Lombard, is “cautioning investors against complacency because multiple ‘low-grade shocks’ can take their toll like that of a frog in boiling water.” The impact of tariffs, deportations and “the series of low-grade shocks the market is struggling to digest” will eventually appear and “investors may be underestimating their impact on inflation.”
Tags: Beamish, Boiling water, Chief economist, Complacency, Deportations, Frog, Inflation, Investors, Low-grade shocks, Market risk, Slow-motion wreck, Tariffs, TS Lombard, U.S.
Institutional Investor (June 23)
“The referendum on U.K. membership in the European Union continues to dominate market risk narratives, with both equity futures and the pound sterling strengthening in early trading, suggestion a degree of confidence among investors that the nation will remain in the EU.”
Tags: Confidence, Equity futures, EU, Investors, Market risk, Membership, Referendum, Sterling, Trading, U.K.
