Blue Skies Ahead?
Despite the market gyrations of the past six months, the real economy appears to be steady, the Fed patient, and inflation tame. Where does all this leave investors?
Are emerging markets returning to form?
Emerging markets (EMs) are interesting. In 2018, trade wars threatened to disrupt supply chains throughout Asia, while the prospect of rising U.S. interest rates and a stronger dollar prompted some capital flight from the region.
Markets & Economy
Could US equities get caught in trade war tide?
Investors’ adverse reactions to the tariff tussle have been more deeply felt in Chinese markets so far, but if escalating tensions persist then repercussions may be more pronounced in U.S. equity markets moving forward.