Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
The stakes are high, since the internet has been a key driver of growth and consumer welfare for the last 20 years. What are the implications if Net Neutrality is repealed?
LTCMA 2017 Macroeconomic Assumptions
A summary of the factors driving global markets over the last month.
Optimism faded following an agreement in principle for a “phase one” trade deal between the U.S. and China as details of the agreement underwhelmed market participants.
Key findings from the Multi-Asset Solutions Strategy Summit
Global markets and multi-asset portfolios
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding