- Tariffs aren’t good for the global economy.
- Inflation is very close to target.
- There is still a bit of work to do on inflation.
- Predictability is in very short supply at the moment, we simply don’t know what US deal will be with the rest of the world.
- There is a lot less excitement about investing in the US at the moment, a stop and hold until there is more certainty.
This article was written by Giuseppe Dellamotta at www.forexlive.com.
