Webcast 011 | Understanding fundamentals | 2nd May 2014

Delta Economics is still concerned about the geo-political risks that are having a dampening effect on trade. Rebecca Harding looks at the reasons why Delta Economics is less positive about world trade in 2014 than the World Trade Organisation and points to the fact that global trade and Chinese and Japanese trade in particular has been weak in the first quarter of 2014. She reinforces the concerns about the fact that markets have become detached from economic fundamentals but points to new Delta research that shows just how closely correlated German exports are with the Dax over the last 10 years suggesting that this is the market that is more closely linked to economic fundamentals.

 

Webcast 011 Author  |  Rebecca Harding  |  CEO