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The Week That Will Be (5th January 2020)

This week will be dominated by the fallout from US tensions with Iran, not to mention the possible start of Trump’s impeachment trial.

But aside from that, this week we will find out:

  1. How much stimulus will come in 2020? 

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The Next Two Weeks That Will Be

What do I need to check during the holidays?

  1. US ISM (Fri 3 Jan) and Trade Balance (Mon 30th Dec) are the bellwethers for the US economy and the impact of the trade war respectively
  2. Fed Minutes (Fri 3 Jan) should remind us the Fed are turning their insurance cuts into a fresh round of ongoing rate cuts
  3. China PMIs (New Years’ Eve and Thurs 2 Jan) will tell us how much the trade war is hurting their negotiating hand
  4. Germany .

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The WAB passes

  • The new EU Withdrawal Agreement Bill passes, 358 to 234
  • Final reading in the Commons will be Jan 7th-9th
  • Then it’s over to the Lords,

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Impeachment

  • Twenty-one years ago today, Bill Clinton was impeached; Donald Trump now joins him as the third President to suffer this fate
    • Both faced a House of Representatives controlled by their opposing party
    • But both face a Senate controlled by the Republicans
      • Despite this,

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