Market outlook
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The trade war is getting worse before it gets worse
U.S.-China trade wars will get worse before getting worse. See why there’s no turning back to the pre-Trump world trade order—and what’s likely to follow next.
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Turkey—a symptom of larger challenges for emerging markets
Is Turkey's financial meltdown a local phenomenon or a warning sign for international investors? The answer: It's both.
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Trade wars—what's the U.S. administration's endgame?
What does the U.S. administration hope to achieve in a trade war with China? These are the top three possibilities, says Alex Wolf of Standard Life Investments.
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Global growth divergence eclipses last year’s synchronized recovery
We’re near the point of maximum optimism in the cycle. This is about as good as it gets for financial markets—find out the implications for investors.
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Three risk indicators to watch this year
Risks are clearly rising in 2018, but the bull market may have more room to run. We look at three risk indicators to watch in the second half.
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What's spooking the markets? Trade wars and fiscal imbalances
The risks of a global trade war and a worsening U.S. budget deficit could trigger volatility for stocks and bonds in late 2019—especially when rising interest rates are factored in.
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U.S. inflation is not a cause for alarm just yet
Some investors worry a late-cycle inflation surge will prompt the Fed to raise rates more aggressively, killing the U.S. economic recovery. Are we there yet?
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Tinkering with trade introduces unintended risks for investors
The next U.S. recession doesn’t appear imminent, but rising trade tensions could tip the balance from benign to bad quickly—see the implications for investors.
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What can history teach us about today's trade tensions?
What can history teach us about today’s trade tensions? Lessons can be found in the Smoot-Hawley tariffs and the history of empires.
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Trade tensions rising—where we go from here
As the U.S. and China ratchet up plans to impose tariffs, market volatility has skyrocketed. We examine the risks and what’s next.
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