Browsing Category
Trade
29 posts
Costs and Benefits of Sanctions
by Vaibhav Tandon, Senior Economist, Northern Trust A more integrated global economy is making sanctions less effective. A…
August 9, 2022
The “Bullwhip Effect” Will Frustrate The Fed
by Lance Roberts, RIA The “Bullwhip Effect Originally Published At The Epoch Times The “Bullwhip Effect” has gotten…
July 14, 2022
Canada’s Bridgegate
by Vaibhav Tandon, Northern Trust Disruptions from Canada’s protests further expose the vulnerability of supply chains. Beyond economic…
February 23, 2022
The Global Economy Has An Inventory Problem
New virus outbreaks in supplier nations are adding to inventory problems. by Carl Tannenbaum, Executive Vice President, and…
August 17, 2021
Will the U.S. Dollar Lose its Reserve Status?
by Kathy Jones, Senior Vice President, Head of Fixed Income Strategies, Schwab Center for Financial Research We are…
March 21, 2021
U.S.-China Phase One, Measuring Inequality, Canada’s Fiscal Stimulus
The first trade accord between the U.S. and China leaves plenty of tension in place. by Carl R.…
January 26, 2020
Collateral Damage
by Brad Tank, CIO, Fixed income, Neuberger Berman China and the U.S. are perhaps the biggest source of…
September 10, 2019
3 Reasons Why More Tariffs are Bullish for Government Bonds
by Bryce Coward, CFA, Knowledge Leaders Capital Today’s news of 10% tariffs on a the remaining $300bn of…
August 7, 2019
Canada: An Inflection point?
by Hubert Marleau, Market Economist, Palos Management Is Canada at an inflection point? Just as almost everybody was…
June 11, 2019
Hubert Marleau: The (Possible) Tipping Point
by Hubert Marleau, Market Economist, Palos Management The U.S. Trade War That Could Include China, Mexico, EU and…
June 6, 2019