The Trump administration’s tariff and trade policy has accelerated the move to a multipolar world much faster than expected, unleashing a high level...
— China rolled out non-tariff trade measures against the U.S. (in addition to 125% tariffs), including export ban on rare earth minerals and scr...
— The Trump administration lowered tariffs on U.S. electronics imports from China to 20%; also lifted the reciprocal tariffs on all other countr...
So far, April has indeed been the cruelest month in a long time for global markets. Yesterday, as the Trump administration prepared to levy even highe...
— The U.S. raised its import tariffs dramatically for countries worldwide, and China responded with its own tariffs; markets sank on fears of es...
Why such high tariffs and why now? Perspective and insights from David Baker, Senior Director, Investment Strategy and Communications.
With markets reeling from U.S. tariff policy not seen since the early 20th century, we gauge the implications for the economy and global trade.
— The Federal Reserve’s preferred gauge of inflation rose more than expected, up 0.4% in Feb. to an annualized rate of 2.8% vs. target of 2%...
“Higher for longer” has been our thesis for U.S. interest rates since the start of 2022. U.S. inflation spurred by years of low interest rates, ne...
