Blogs - trump

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Time-out not time up for trade war

Time-out not time up for trade war

03 Dec 2018 - Eleanor Olcott
  • Xi and Trump walk away from Buenos Aires with something to sell at home
  • But trade negotiations will be dominated by fraught disagreements
  • After 90-day negotiations, further delays to tariff escalation are likely 
#Eleanor Olcott #g20 #Tariffs #Trade War #Trump #Xi Jinping

How many Fed hikes over next 12 months?

How many Fed hikes over next 12 months?

19 Nov 2018 - Steve Blitz

If you take the Fed’s “dot plots” at their word, three or four more hikes in 2019, after raising rates in December would seem to be the order of the day, says Steve Blitz, Chief US Economist. There is, of course, an inherent disconnect between the Fed continuing to put out these forecasts and the evolving economic outlook.

#Fed #FOMC #Rate Hikes #Steve Blitz #TRUMP

Tyranny of the Benchmark

Tyranny of the Benchmark

11 Oct 2018 - Oliver Brennan
  • Market surveys on trade wars indicates escalation is expected
  • But asset markets remain largely undisturbed
  • This is the nature of a continuous market attempting to discount a bimodal event; asset prices could still undergo a sudden shift
#China #FOMC #MARKETS #Oliver Brennan #Trade #Trade War #TRUMP #USD

Beyond Trump: How markets will reglobalize China’s trade

Beyond Trump: How markets will reglobalize China’s trade

21 Sep 2018 - Lawrence Brainard

Larry Brainard looks beyond the relentless march of President Trump’s escalating trade war. He explains why market forces will reshape world trade. The world will fracture into distinct trading blocs. The pattern is already beginning to take shape.

#China #Globalization #Manufacturing #Trade #Trade War #Trump

Trump’s Trade Follies Threaten Wider Fallout In Markets

Trump’s Trade Follies Threaten Wider Fallout In Markets

11 May 2018 - Martin Shenfield

As President Trump’s trade delegation returns from Beijing from preliminary discussions, we question how and when the US and China will be able to resolve their trade and economic disputes. Given not only the gulf that lies between the ultimate object...

#Donald Trump #Made in China 2025 #Protectionism #Trade War #US China Trade

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