Positive headlines from US and Chinese officials are still driving equities higher
Global debt reached a record $184 trillion in 2017
Over the last six years, BRI has catalysed numerous transport, energy and other infrastructure projects
Whether the global economy will fall into a recession or not will be entirely dependent on the outcome of US-China trade war
China needs the deal for economic reasons, while at this stage the US needs it for political ones. They both may never get a comprehensive one.
For now, central banks' liquidity support, starting with the US Federal Reserve, have underpinned valuations in this low-yield environment
The biggest risk to rising precious metal prices is the potential that a major trade deal between the US and China will reduce expectations for how much US rates will have to fall.
The conclusion drawn from last week's economic data releases is that the US economy is showing signs of a slowdown, but not enough to fall into an imminent recession.
In the past three months alone, the Greenback has risen 3% and while President Trump is not happy with its valuation, the rally does not look over yet