How the US is moving beyond Trump's negative headlines
Investment spending has picked up
Nancy Curtin of Close Brothers Asset Management
President Donald Trump continues to dominate the global news agenda. But behind the headlines of trade wars with China and global allies, the US economy is growing at a fair clip and companies have delivered strong earnings growth so far this year.
The question is can it last? We think this cycle has further to run, but there are signs of late cycle trends we need to be watchful of. One such sign is the dramatic increase in the oil price, due...
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