Mounting Risk of U.S. Withdrawal from NAFTA

Clement K. Miller |
Wilmington Wire
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By Clem Miller, Senior Portfolio Manager January 18, 2018— Amidst all of the market excitement about U.S. tax reform, many investors fail to appreciate the mounting risk that President Trump could soon announce U.S. withdrawal from the North American Free Trade Agreement (NAFTA). Last week, several developments occurred, which signal the rising likelihood that NAFTA

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Market Reacts to Firming Inflation

Meghan Shue |
Wilmington Wire
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January 16, 2018— December inflation, as measured by the Consumer Price Index (CPI), held steady on a year-over-year basis at 2.1%. However, the “core” measure, which excludes the volatile food and energy components, had a 1.8% year-over-year increase. Some of this was due to firming across categories, including prices in the housing and medical care

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Will We Have Tax Reform for Christmas—and What Might it Mean for 2018?

Luke Tilley |
Wilmington Wire
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December 11, 2017—This year’s holiday season is more frenetic than usual, with investors getting an added dash of craziness in the form of a major federal tax overhaul, a feat last achieved in 1986. That last rewrite was a bipartisan effort between President Reagan and the Democrat-controlled House and Senate, and evolved over the course

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