A trader works on the floor of the New York Stock Exchange as a television screen shows US President Donald Trump's speech to the Economic Club of New York on November 12. Photo: AP
Kerry Craig
Opinion

Opinion

Macroscope by Kerry Craig

Even as an expected US-China trade deal boosts appetite for riskier assets, Treasuries remain attractive

  • Market optimism stems from anticipation of a US-China trade deal and signs that sentiment in the manufacturing sector is slowly improving
  • However, this is not likely to lead to a rise in inflation. As investors turn to riskier assets, they must also build protection against downside risk into their portfolios
A trader works on the floor of the New York Stock Exchange as a television screen shows US President Donald Trump's speech to the Economic Club of New York on November 12. Photo: AP
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