每日新闻更新 — 特朗普和马克龙 xxx,然后是默克尔,以及全球增长 The Daily Update – Trump and Macron xxx, then Merkel, world growth

在(特朗普总统)与法国总统马克龙会晤三天,搞了一大堆又是拥抱又是亲昵的政治,加以矫揉造作以及一场真正的“哥俩好的氛围”之后,再来聆听特朗普对决默克尔的报告,还是一件很有趣的事。现在让我们看看有关欧洲的铝和钢铁的关税,德国和俄罗斯之间新的(石油)管道,以及小规模国防开支和大额度贸易顺差的讨论是怎样报道的。他们今天计划了两个小时的会议,那么没有足够的时间去做“粘合剂”。

正如预期的那样,欧洲中央银行对就结束债券购买避而不谈,也不愿意切实有效地就利率政策以及欧元走强的问题提供进一步的指导。经济复苏的势头似乎已经放缓,定价的压力在近期内似乎停滞不前。无独有偶,在日本,日本银行不再提及以前在公报中有关在2019年将把通货膨胀的比例控制在2%的目标的措辞。上周在加拿大,加拿大央行行长评论说,摆脱金融危机的工作仍未完成。在瑞典,瑞典央行维持利率不变并推动进一步的(利率的)提高,而英格兰银行行长似乎对人们期望许久的在5月份加息一事提醒人们谨慎对待。

不过,国际货币基金组织希望,自从2011年以来这股最强劲的增长在未来两年继续下去,继去年的3.7%增幅之后预计今年和明年的全球经济增长将为3.9%。但他们也警告说,潜在的保护主义势力的螺旋式上升以及来自不稳定的地缘政治的风险可能会阻碍发展的前景。大体上,他们警告政策制定者,“一定要抓住这个机会来支持经济的增长,使其更加持久,并使政府有能力更好地应对下一次经济衰退”。

Please read this important information before proceeding. It contains legal and regulatory notices relevant to the information on this site.

This website provides information about Stratton Street Capital LLP ("Stratton Street"). Stratton Street is authorised and regulated by the UK's Financial Conduct Authority. The content of this website has been prepared by Stratton Street from its records and is believed to be accurate but we do not accept any liability or responsibility in respect of the information of any views expressed herein. The information, material and content provided in the pages of this website may be changed at any time by us. Information on this website may be out of date and may not be updated or removed.

The website is provided for the main purpose of providing generic information on Stratton Street and on our investment philosophy for the use of financial professionals in the United Kingdom that qualify as Professional Clients or Eligible Counterparties under the rules of the United Kingdom Financial Conduct Authority (the "FCA"). The information in this website is not intended for the use of and should not be relied on by any person who would qualify as a Retail Client. Products and services referred to on this website are offered only at times when, and in jurisdictions where, they may be lawfully offered. The information on this website is not directed to any person in the United States. The provision of the information on this website does not constitute an offer to purchase securities to any person in the United States (other than a professional fiduciary acting for the account of a non-U.S person) or to any U.S. person as such term is defined under the Securities Act of 1933, as amended.

The website is not intended to offer investors the opportunity to invest in any Alternative Investment Fund ("AIF") product. The AIFs managed by Stratton Street are not being marketed in the European Economic Area ("EEA") and any eligible potential investor from the EEA who wishes to obtain information on the AIFs will only be provided with materials upon receipt by Stratton Street of an appropriate reverse solicitation request in accordance with the requirements of the EU Alternative Investment Fund Managers Directive ("AIFMD") and national law in their home jurisdiction. By proceeding you confirm that you are not accessing this website in the context of a potential investment by an EEA investor in the AIFs managed by Stratton Street and that you have read, understood and agree to these terms.

No information contained in this website should be deemed to constitute the provision of financial, investment or other professional advice in any way. The website should not be relied upon as including sufficient information to support any investment decision. If you are in doubt as to the appropriate course of action we recommend that you consult your own independent financial adviser, stockbroker, solicitor, accountant or other professional adviser. Past performance is not necessarily a guide to the future. The value of investments and the income from them may go down as well as up. An application for any investment or service referred to on this site may only be made on the basis of the offer document, key features, prospectus or other applicable terms relating to the specific investment or service.

Where we provide hypertext links to other locations on the Internet, we do so for information purposes only. We are not responsible for the content of any other websites or pages linked to or linking to this website. We have not verified the content of any such websites. Such websites may contain products and services that are not authorised in your jurisdiction. Following links to any other websites or pages shall be at your own risk and we shall not be responsible or liable for any damages or in other way in connection with linking.

By using this site, you should be aware that we may disclose any information that we hold about you to any regulatory authority to which we are subject, or to any person legally empowered to require such information.

This website uses cookies to improve user experience, by clicking the "I Accept" button below means you consent to the use of cookies on our website.