August 7, 2019—For over two months, residents of Hong Kong, a chief global financial hub, have been engaged in disruptive strikes and protests, including violent clashes with police. The latest disruptions occurred on Monday, August 6. Here, we explain the nature of the protests and discuss investment implications.
August 1, 2019—Just when we think we have a fairly good read on the prospects for policy—namely monetary policy and trade policy—we get thrown another curve ball of the trade variety.
On Thursday, President Trump announced via Twitter that tariffs would be increased by 10% on the remaining roughly $300 billion of U.S. imports from China beginning September 1. This comes on the heels of the first in-person trade talks between the U.S.
July 24, 2019 – Expectations for Federal Reserve action have been on quite a rollercoaster since late 2018 when equity markets fell sharply and interest rates plummeted. This year has been no different and swings in expectations continue this week, and will likely continue until they make their announcement next Wednesday, July 31.