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Tariffs and trade
Tariffs and trade

Trump’s not the cause of U.S.-China tensions—but rather an accelerant

Rather than some of the posturing we’ve seen in its interactions with allies, the U.S. administration has demonstrated a genuine strategic effort to crimp and control the future trajectory of China and its practices concerning technology, especially artificial intelligence, cybersecurity, and intellectual property. Watch to see how developments are likely to unfold from here.

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Trump, tech, and trade

Corporate earnings could be at risk if the Trump administration decouples the U.S. supply chain from China as the countries compete for economic leadership.
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Growing together while splitting apart

Global Chief Economist Megan E. Greene believes that if there’s any immediate danger to the U.S. economy, it would be the equity markets. Find out why.
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Balance 2019 risks with a barbell approach to equity sectors

Three metrics may merit close attention when positioning portfolios for this phase of the market cycle. See which sectors we favor for offense and defense.
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