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.
Viewpoints about tariffs and trade
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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 -
Stocks may have to wait until the geopolitical fog clears
First-quarter 2018 earnings are the strongest in years, yet stocks continue to languish. Market Strategist Matt Miskin explains why the rally may have to wait.Read more -
Tinkering with trade introduces unintended risks for investors
The next U.S. recession doesn’t appear imminent, but rising trade tensions could tip the balance from benign to bad quickly—see the implications for investors.Read more -
What can history teach us about today's trade tensions?
What can history teach us about today’s trade tensions? Lessons can be found in the Smoot-Hawley tariffs and the history of empires.Read more -
Trade tensions rising—where we go from here
As the U.S. and China ratchet up plans to impose tariffs, market volatility has skyrocketed. We examine the risks and what’s next.Read more -
Don't lose sleep over tariffs and trade wars
Despite concerns over protectionist trade policy, a healthy consumer, housing market, and financial system could trump the effects of tariffs and trade tensions.Read more