Euro Pacific Bank

Euro Pacific Advisors’ Portfolio Commentary: US Market Correction

Published: January 3, 2019

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commentary


Despite the recent sell off in the US, we continue to maintain our US exposure where we feel business will continue to be supported by deregulation, tax cuts and a pro-business tax reform.

The US has managed to shrug off a series of external shocks, political risks and enjoyed its fastest growth since 2005.

With confidence high, consumption and business investment have grown solidly despite a further correction in interest-sensitive residential investment.