Strong U.S. economic growth has encouraged Trump to escalate trade war with China, putting pressure on economy, financial markets.
Conditions in both countries look to have deteriroated rapidly in recent weeks.
The Fed Isn't Heeding the Bond Market's Message
Don’t be surprised if there’s a switch to a sort of global synchronized easing.
Markets Should Brace for a Repeat of September 2015
A global race to the bottom due to the trade war will likely be negative for asset valuations.
Mexico Election Has Global Market Implications
Investors should be cautious about extrapolating the immediate reaction of financial markets to a trade war.
Emerging markets have taken a hit from the prospect of even higher U.S. interest rates and a stronger dollar.
Trump's Tariffs Will Only Boost the Allure of Market Havens
The time to shift to a more defensive stance is now.
The Dollar Is Unexpected Casualty of U.S. Trade Spat With China
Stocks Bear the Brunt If Trump Sparks a Trade War
Economic data and the probable Fed policy point to attractive returns for holders of long-dated bonds.
Euro Zone Politics Are Looking Up for Markets
How Trump can appease financial markets on trade
For global investors, a more unified Europe may be the single most important development of the next five years.
The medium-term outlook will be determined by Trump’s policies on trade and the dollar.
Why Trump's Davos Speech Should Concern Investors
Faltering Nafta Talks May Set U.S. Markets' Future
Investors Should Heed the Warning From Treasuries