Those of you who know your Shakespeare will recognise this line about the responsibility of leadership from Henry IV.
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The US dollar remains the key to a lot of what happens in global financial markets.
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Gold finished the quarter at a six month of high of US$1400/oz. leading to the usual heated debate between gold bugs and the non-believers as to what drives the price of the yellow metal.
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Property valuations have hit the pause button like so much of ‘real life’ British industry and commerce as Brexit stretches excruciatingly onwards.
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Slowing global growth, falling inflationary expectations, increasingly dovish Central Banks and a political backdrop that has become increasingly fraught, have led to a bumper year thus far for Bond investors with yields plummeting during the quarter.
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Q1 Chinese growth surprised on the upside at 6.4% y/y but as usual appears somewhat contradictory with weak domestic demand and contracting imports but surging industrial production.
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The year started with fears that the Eurozone was plunging into recession but this proved to be overly pessimistic.
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Despite a prolonged government shutdown and fears over slowing global growth, the US economy beat first quarter growth expectations.
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In the first quarter of 2019 GDP grew at a surprisingly robust annual rate of 1.8% y/y.
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There is a broad agreement that global growth is slowing and downside risks are increasing.
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