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(Bloomberg) – A strong global commercial war is the slowdown in the United States and increasing the risks that increase their portfolios of investors.
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Both shares and bonds reacted to the obstacle of President Donald Trump’s tariffs in the first three months of the year. But something in this background becomes clear: dollars are a better bet than to their eyes as a safe shelter.
The US treasures have gained more than 2% earnings in this quarter, capital Benchmark S & P from 500 to 500. In March 2020, the first time was marked since the start of the pandemic and the bonds rose in the three-month period.
Barclays strategists led by Ajay Rajadhyaksha, last week that in favor of the global quarter in favor of the bonds in favor of the global capital, the risks of the politics “negative” risks violated the risks of economic growth.
More than $ 5 trillion evaluation from the US stock market for February, more than $ 5 trillion estimates, because Trump plans to apply mutual dials to trade partners on April 2 as a boost. His administration also targeted the sectors such as cars and industrial metals aimed at increasing American production and employment.
“If the capital market is lower, it squeezes the financial conditions,” he said. “And it’s good for gardens. It would be better to be a buyer in weakness.”
In addition to the tariffs, investors will pay attention to the report on the Friday work to get the latest readings in the labor market. Economists expect salary growth and deceleration to slow unemployment.
“We believe that if the deposit information is disappointed, if disappointed,” Subadra Rajappa, the head of the US Societe Generale Strategy Subadra Rajappa.
The initial return of a traditional relationship between shares and bonds is a pleasant relief for investors. This is a strategy that is mainly in chiling, basically a strategy, basically in Chilium, with all the foundation stone of the 60/40 portfolio, with the increase in pandemic inflation.
Bonds investors are higher than inflation, “Real return”, “The main return”, “The main revenues in the management of BMO global assets Earl Davis is the head of the stable revenue on Bloomberg Television.
