Viewpoints about tariffs and trade
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Why China's rising tide isn't lifting emerging-market boats
China’s latest stimulus appears to be a stabilizing force for the nation’s economy amid rising trade tensions, but it may not do much to lift other emerging markets or the global economy.
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U.S.-China trade war escalates, but U.S. recession remains unlikely
The U.S.-China trade war shows no sign of abating. As the negative effects of the dispute trickles down to the economy, will it move us closer to a recession?
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The U.S.-China trade war—what could drive further market volatility
What could drive further market volatility now that the U.S.-China trade war has heated up again? Our market strategists discuss key indicators to watch.
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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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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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Top searched finance terms of 2018
Year-end lists can contain insight for investors when thinking about the year ahead. We present the top searched-for finance-related terms in 2018.
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U.S.-China trade agreement: a plan to discuss a plan
The U.S-China trade truce buys a little time to try to avert escalating tariffs, but the lack of details presents a cause for concern for investors. Learn why.
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Higher rates and protectionism will shrink manufacturers' profit margins
The dramatic increase in manufacturers’ profit margins over the past quarter century may be nearing an end, as rising interest rates and trade tensions weigh on the sector.
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The trade war remains one of many mounting macro risks
Plus, see what works and what doesn't, as a retiring asset allocator reflects on lessons from four decades in investing.
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The trade war is getting worse before it gets worse
U.S.-China trade wars will get worse before getting worse. See why there’s no turning back to the pre-Trump world trade order—and what’s likely to follow next.
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