Discover what the adoption of e-commerce technology can mean for economic growth and investment opportunities. Read the insights from our 2020 LTCMA.
Trade barriers, once constructed, are not easy to remove and their implementation is likely provide a slower backdrop for financial market performance.
Negative effects would occur in the context of an economy less energized by fiscal stimulus than was the case last year.
As the U.S. becomes entirely self-sufficient and even begins to become a net exporter of oil, it is likely to keep a lid on oil prices in the long-term.
The phrase of the day has moved away from 2017’s “synchronized global growth” to the less cheerful “global slowdown”. Indeed, global GDP growth has moved down from 3.8% in mid-2017 to 2.6% at the end of 2018. The Markit global manufacturing PMI survey
China’s economic revolution continues to be one of the defining stories of the 21st century.
Emerging market equity performance can swing in the short term as a result of big swings in investor sentiment.
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
US economy, equities
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.