July 13, 2018— On July 10, the Trump administration announced a new round of potential tariffs on $200 billion worth of goods imported from China—on the heels of the first round of tariffs which went into effect on July 6. As my colleague, Senior Investment Strategist Meghan Shue, wrote last month in ”U.S.-China Trade Tensions
In the July/August issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Don’t Climb a Wall of Worry. In Focus provides a look at the flattening yield curve—what it’s telling us now and whether it is likely to be the usual precursor of recession. Investment positioning and asset class
June 28, 2018—One of the much-heralded benefits of tax reform enacted at the end of last year was the expectation of a boost to GDP due to strong incentives for companies to increase capital expenditures, or “capex.” With companies now having had nearly six months to digest the tax reform package, economists and markets have
