The Weekly Bottom Line: Trump Victory Likely to Bring Big Policy Changes
Canadian Highlights Donald Trump’s election victory means heightened macroeconomic uncertainty north of the border. Canada’s […]
Global Takeaways of the U.S. Election
Summary In this report, we examine some thematic and global takeaways from the U.S. election. […]
Markets Brace For Higher Inflation and Interest Rates Under President Trump
Summary of Election Results & Financial Market Reaction As of 11 AM ET, Donald Trump […]
Euro Falls on Trade War Fears
The single currency has been one of the losers from Trump’s victory, losing 2% on […]
The 2024 U.S. Elections: Economic Implications
Summary Election Day is in the rearview mirror. Although the outcome of every race has […]
Is China Circumventing U.S. Tariffs?
Summary We have written extensively about the deterioration in the trade relationship between the U.S. […]
Stagflation from Higher Tariffs: 1970s Redux?
Summary President Biden recently hiked tariffs on $18 billion worth of imports from China, and […]
Weekly Economic & Financial Commentary: Another Week, Another Strong Showing from the U.S. Consumer
Summary United States: Another Week, Another Strong Showing from the U.S. Consumer Robust retail sales […]
Buckle Up for EU-China Trade Tensions
In this piece, we argue that there is a high probability that the EU will […]
Geopolitical Radar – EU-China Trade Tensions Brewing, Ukraine Makes Advance
EU-China trade tensions are brewing with an EU probe into Chinese EV subsidies. US weapons […]