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.
Viewpoints about tariffs and trade
Filter posts by our authors, asset managers and topics.
-
Read more -
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.Read more -
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.Read more -
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.Read more -
Turkey—a symptom of larger challenges for emerging markets
Is Turkey's financial meltdown a local phenomenon or a warning sign for international investors? The answer: It's both.Read more -
Trade wars—what’s the U.S. administration’s endgame?
What does the U.S. administration hope to achieve in a trade war with China? These are the top three possibilities, says Alex Wolf of Standard Life Investments.Read more -
Global growth divergence eclipses last year’s synchronized recovery
We’re near the point of maximum optimism in the cycle. This is about as good as it gets for financial markets—find out the implications for investors.Read more -
The changing shape of long-term growth in today's emerging markets
It’s time to bury the stereotype of emerging markets as commodity exporters. Domestic consumer demand and tech innovations are driving today’s EM economiesRead more -
At 2%, a little inflation goes a long way
With inflation finally ticking up to 2%, will the Fed start hiking rates at a more aggressive pace? We take a closer look.Read more -
What's spooking the markets? Trade wars and fiscal imbalances
The risks of a global trade war and a worsening U.S. budget deficit could trigger volatility for stocks and bonds in late 2019—especially when rising interest rates are factored in.Read more