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Gloves Come Off In Response to Trump Administration's Policies

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

<ul>
<li>Are Lower Oil Prices Linked to Underlying Weakness? Impact of Trade War on 2019 Growth Outlook</li>
<li>China: October showed very strong trade numbers for China. Exports rose 15.6% and imports were up 21.4% after increasing 14.3% in the prior month.</li>
<li>Turkey: Inflation remains rampant. The CPI in October rose 25.24% y/y - highest rate since July 2003. Not a good situation.</li>
<li>Brazil: The CPI in October rose 4.56% the main upward pressure came from prices of food and fuels.<br><br>
</li>
</ul>


Are Lower Oil Prices Linked to Underlying Weakness? Impact of Trade War on 2019 Growth Outlook
China: October showed very strong trade numbers for China. Exports rose 15.6% and imports were up 21.4% after increasing 14.3% in the prior month.
Turkey: Inflation remains rampant. The CPI in October rose 25.24% y/y - highest rate since July 2003. Not a good situation.
Brazil: The CPI in October rose 4.56% the main upward pressure came from prices of food and fuels.  



RRG EM Macro Weekly - Outlook for 2019 in Focus - Lower Oil and Rising Trade Impact