Could US President Donald Trump’s words have a long-term impact on global stock markets? At the moment, Matthias Hoppe sees leading economic indicators, especially in the United States, continuing to point to robust growth.
The communication channel for Trump’s thinking on trade issues always seems to be the same: Twitter. But Matthias Hoppe thinks it’s the economy that will triumph over Trump.
Matthias Hoppe: We think it’s possible stock markets will make new highs this year, but also that volatility will remain higher than we’ve become used to in recent years.
Matthias Hoppe: The market volatility in February and March may have lasting portfolio positioning implications for a broad range of longer-term investors.
Matthias Hoppe: The end of quantitative easing is neither imminent nor certain, in our opinion.
Why Matthias Hoppe doesn’t expect an imminent change in interest rates in the eurozone:
What’s the difference between “helicopter money” and straight-up quantitative easing? Here’s Matthias #Hoppe ’s take.
Matthias #Hoppe : Despite promises to the contrary, most govts appear to have increased—not reduced—debt since 2008.