by lauren@ldpdevelopment.co.za | May 14, 2019 | Politics
In a week where Donald Trump’s Trade war sent global markets tanking, our readers would be entitled to expect us to focus primarily on the Trade War and its consequences. We have written about it at length and do expect some kind of settlement after this week’s latest...
by lauren@ldpdevelopment.co.za | Jan 27, 2019 | Bonds Monitor, Commodity Monitor, Currency Monitor, Equity Monitor
After 35 days of a nasty Government shutdown, President Donald Trump announced a deal to reopen the government on exactly the same terms that were available to him more than a month ago: A short-term funding bill with continuing negotiations on border security. ...
by lauren@ldpdevelopment.co.za | Jan 22, 2019 | China, Macro, macroeconomics, Politics
2019 may be starting with a bang in equity markets, but the major economies of the world are slowing down markedly…But which slowdown should we fear the most ? China’s or America’s ? The latest releases of economic data relating to the third quarter...
by lauren@ldpdevelopment.co.za | Dec 20, 2018 | macroeconomics, Politics
THE FOUR MEGA TRENDS The world seems chaotic and unpredictable. It is a time of changes and the world we are living in is going through major structural changes. We call them MEGA TRENDS Understanding those mega-trends is paramount to proper...
by lauren@ldpdevelopment.co.za | Dec 2, 2018 | Weekly Monitors
The Week in Review 30 Nov 2018 11 months have now passed for 2018 and global markets have had a hard time. Most equity markets, bond markets and commodities are in the red for now, and the Trade Wars have caused a significant repricing of risk across asset...
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