Market sentiment towards the Chinese currency has shifted significantly
Trade was the hot topic of 2018, with the U.S. administration engaging in negotiations with many major trading partners.
2011 estimates and the thinking behind the numbers. Executive summary
J.P. Morgan Asset Management's Dr. David Kelly discusses the trade battle between China and the United States and its impact on investment portfolios.
Expected returns and correlations of asset classes.
Educational hub featuring an expanding set of tools and information.
After a dramatic escalation in trade tensions between the U.S. and China early last week, the Chinese yuan depreciated significantly against the U.S. dollar.
The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
After a stellar 2017, with strong returns and outperformance relative to the U.S., international equities are under pressure again. In order to consider how long this dynamic may last, investors may be asking themselves: why exactly are international stoc
In this episode, Michael Cembalest takes a look at the recent tariff announcements in the context of historical tariffs since 1900.��