How to trade US/EU/China trade tit-for-tat
You know it's an election year both sides of the Atlantic when tariff threats fly thick and fast. We've had tariff threats linked to semiconductors, pork and agriculture so far.
KraneShares CIO Brendan Ahern unpacks the political sabre-rattling with IGTV's Angeline Ong and how to trade it. Ahern also says the Wall Street 'melt-up' may well continue this summer before the US election.
(AI Video Summary)
US consumer and stock market resilience
In this exclusive IGTV interview, KraneShares CIO Brendan Ahern highlights the resilience of the US consumer and stock market, despite some minor setbacks like poor financial results from Walgreens leading to store closures. Ahern discusses the anticipation of a potential interest rate cut in September due to slight economic weakening, influenced by global tensions like the EU-China disputes over sectors such as electric vehicles and telecoms.
Trading and politics
He also stresses the difference between political rhetoric and economic reality, especially in trade relations, and concludes with observations on the US political climate ahead of elections, suggesting both candidates favor large government.
This information has been prepared by IG, a trading name of IG Markets Limited. In addition to the disclaimer below, the material on this page does not contain a record of our trading prices, or an offer of, or solicitation for, a transaction in any financial instrument. IG accepts no responsibility for any use that may be made of these comments and for any consequences that result. No representation or warranty is given as to the accuracy or completeness of this information. Consequently any person acting on it does so entirely at their own risk. Any research provided does not have regard to the specific investment objectives, financial situation and needs of any specific person who may receive it. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such is considered to be a marketing communication. Although we are not specifically constrained from dealing ahead of our recommendations we do not seek to take advantage of them before they are provided to our clients.
Start trading forex today
Trade the largest and most volatile financial market in the world.
- Spreads start at just 0.6 points on EUR/USD
- Analyse market movements with our essential selection of charts
- Speculate from a range of platforms, including on mobile
Live prices on most popular markets
- Forex
- Shares
- Indices
