02
Oct
October 2019 FX OutlookTrade, central bank policy, and Brexit dominated the investment climate in September. The US-Chinese trade conflict stopped escalating. Although face-to-face talks are planned in October and the list of exemptions from the punitive tariffs has increased (US soy and pork, for example, are now exempt as are 10 components of Apple’s Mac Book Pro from China), the tensions remain high. The conflict is more than about more than trade. It is also about market access, unfair subsidies,...