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Insights Trump, Xi Call A Cease-Fire on Trade
Dec 03, 2018
Highlights
- A trade-war "cease-fire" between U.S. and China, following somewhat more dovish Federal Reserve comments last week, suggests a more supportive tone for risk markets into year-end
- That said, a three-month U.S.-China negotiating window seems short in light of the myriad complex issues to be resolved; we expect more short-term volatility as investors assess progress (or lack thereof) into March
- For now, we do not see reason to materially adjust asset allocations; however, we continue to closely monitor risks
Chief Investment Strategist
Holly is responsible for performing in-depth macroeconomic research and financial market analysis, as well as asset allocation and strategy recommendations to help optimize client portfolios.