In this episode we discuss the US government shutdown and the potential spill over into the wider economy. We'll also discuss President Trump's latest tariff salvo at China and ascertain if this is yet another escalate in order to de-escalate strategy. Did the stock market on Friday get overly pessimistic? In Europe, we talk about interest rates and potential risk asset under performance vs the US. 

The US market is expensive but it may be justified by better growth and an interest rate loosening cycle. 

We'll also preview bank results this week and highlight the consensus growth rate for both financials and tech.

Always do your own research or seek the advice of your professional financial advisor.

You can find us on LinkedIn and YouTube, Money Matters, Ben Hakham CEO at Traderoutes Capital.