Trade Wars

Global Equities: Searching for Symptoms of Three Mounting Risks
European Automakers – Trade War Woes Add Pressure on Bonds
Hard Landing for China’s Growth? Six Factors to Watch

Hard Landing for China’s Growth? Six Factors to Watch

by Mo Ji, Shamaila Khan
Will China’s economy suffer a hard landing? That’s been a concern voiced by investors almost every year for the past 10 years. But now, with China’s incredible increase in debt and leverage (not to mention escalating trade wars), the possibility of a hard landing would have critical implications for all global markets.

China, Economics, Emerging Markets, Fixed Income, Trade Wars


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Trade Wars Likely to Change the Fed’s Interest-Rate Game Plan
China and US: Tug of Trade War
Emerging Markets: Widen Your Lens Beyond Trade Tensions
Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks

Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks

by John Lin, Stuart Rae
Whenever the Chinese economy slows and its stocks take a serious hit, investors have come to expect the government to unleash large-scale fiscal and monetary stimulus. Another heaping spoonful of sugar may do more harm than good this time around, however. It’s time for the ailing market to take some medicine.

China, Emerging Markets, Equities, Policy & Regulation, Trade Wars


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Market Sell-Off Shows Risk Is a Moving Target
NAFTA 2.0: A Bold New Beginning? Or a Modest Rewrite?
Imbalance of Trade: What Trade Wars Mean for Market Stability
Will Chinese Renminbi Destabilize Markets as Trade Wars Escalate?
Under Siege: How Trade Wars Affect the World’s Major Automakers
EM Stocks in the Time of Trade Tantrums
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