Section
Trade
44 posts
Temper Your Enthusiasm: Near-Shoring Progress Might Be Slower Than Investors Think
by Regina Chi, CFA®, Vice-President and Portfolio Manager, AGF Investments Inc. Business trends – or, more precisely, expectations about…
From Inflation Reduction To Trade Friction
by Ryan James Boyle, Senior Economist, Northern Trust America's subsidies for domestic EVs have created new tensions with…
Costs and Benefits of Sanctions
by Vaibhav Tandon, Senior Economist, Northern Trust A more integrated global economy is making sanctions less effective. A…
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…
Canada’s Bridgegate
by Vaibhav Tandon, Northern Trust Disruptions from Canada’s protests further expose the vulnerability of supply chains. Beyond economic…
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…
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…
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.…
China, U.S. reach trade deal. Will a global growth rebound follow?
On the latest edition of Market Week in Review, Quantitative Investment Strategist Dr. Kara Ng and Research Analyst…
Collateral Damage
by Brad Tank, CIO, Fixed income, Neuberger Berman China and the U.S. are perhaps the biggest source of…
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…
Canada: An Inflection point?
by Hubert Marleau, Market Economist, Palos Management Is Canada at an inflection point? Just as almost everybody was…
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…
The China Question: An Economic Cold War?
by Hubert Marleau, Market Economist, Palos Management On the third of May, the S&P 500 peaked at 2946.…
Trade Tension Takes Turn at Top
by Liz Ann Sonders, Brad Sorensen, Jeffrey Kleintop, Charles Schwab and Company Key Points Rising trade tensions with…
