Capital Markets Outlook

2020 Brings Less Uncertainty, But Not Certainty
Energizing Europe: Regional Markets Show Signs of Recovery
Can Munis Continue to Deliver?
Evaluating the Headwinds To the Economic Outlook
Are We Closer to a Recession Post-August?
US Corporate Cash Is Down—Will Stocks Follow?
The X’s and O’s of Tariff Management

The X’s and O’s of Tariff Management

by Matthew D. Palazzolo
Despite seemingly constructive talks between the US and China over the weekend at the G20 Summit in Osaka, the threat of further trade escalation looms. The initial rounds of US tariffs on Chinese goods were focused mostly on industrial products. But, if the US proceeds with tariffs on “List 4”–the remaining $300 billion of Chinese goods not yet tariffed–consumers are likely to feel the effects. The reason? This next and final round places a 25% tariff on predominantly consumer goods like toys, apparel, sporting goods, and sneakers, among others.

Capital Markets Outlook, Trade Wars


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Will Modern Monetary Theory Go Mainstream?
Is the China Rally Real?

Is the China Rally Real?

by John Lin
The China A-shares market fell 33% last year as a multitude of concerns—trade wars, slowing economic growth, tightening monetary policies, and political rhetoric—converged. But in an about-face, the Chinese market is the best performing global market this year, up just over 33% through April. This turnaround has investors wondering if the rally is sustainable. We think it is.

Capital Markets Outlook, Emerging Markets, Equities


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Top Five Questions on Your Mind
Value Equities: Is the Long, Dark Winter Ending?
Populism Is Alive and Well: What’s the Big-Picture Impact?
What a Difference a Year Makes
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