tariffs

13 Results for: tariffs

The eye of the storm

by: ; Mark Lacuesta, FRM, CAIA, CIPM;

While Hurricane Florence impacted the Carolinas in September, the markets had their own whirlwind of events to contend with...

Small caps and trade wars

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Trade wars tend to hit companies in two major ways: 1) with tariffs that impact products, services, and sectors, and 2) through currency relationships, which are often upended...

Trade Wars: A Motif in the Market

by: ; Mark Lacuesta, FRM, CAIA, CIPM

Tariffs have become a motif in the market, with Canada imposing $12B in retaliatory tariffs on U.S. industrial metals and agricultural goods while the U.S.’s rhetoric with...

Strong economic growth in the second quarter

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The U.S. economy showed solid growth in the second quarter, as Gross Domestic Product (GDP) was up 4.1%...

How to determine the tipping point of trade war impact

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We recently published a blog post covering our view on trade. Since then, the news cycle has continued down...

Markets maintain positive movement, with a side of volatility

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This month’s macroeconomic themes focused around tariffs, labor, and the Fed’s stance on rates. Yet, despite the...