
Markets and Economy Tariffs and trade wars: What do they mean for investors?
We assess what President Trump’s “Liberation Day” tariffs might mean for US and global markets, equities, and more.
Fresh perspectives on economic trends and events impacting the global markets.
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We assess what President Trump’s “Liberation Day” tariffs might mean for US and global markets, equities, and more.
With policy uncertainty rattling markets and consumer sentiment, it’s important to remember the market's long-term growth throughout its history.
While the setup for markets was good coming into 2025, they’ve struggled as investors assess ongoing changes to the US policy approach.
A Purchasing Managers’ Index (PMI) tells economists and investors whether the manufacturing and services sectors are contracting or expanding.
There are signs of softening global growth prospects and rising economic policy uncertainty, plus a tectonic shift in fiscal stimulus around the globe.
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
A recession is a meaningful and lasting decline in economic activity that could include lower GDP, employment, and spending.
Recent history has shown that protectionist measures can hurt short-term economic growth but may not create a long-term hurdle for markets.
European nations prepare to invest in defense and infrastructure, while the US faces the possibility of recession brought on by government spending cuts.
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