April was marked by the White House's tariff announcements and the subsequent impact on markets—something investors across the world have been watching closely. We have collected some of the most important and telling data points to help you make sense of what is going on.
Explore the impact of U.S. tariffs on global markets and economies.
Ahead of the curve: From divergence to convergence Following recent events, the dynamic between the European and U.S. economies appears to have…
This issue covers: the current and historical dynamics of global trade, an assessment of the current attempt to rebalance trade, portfolio updates i.…
How are firms responding to tariffs? 1) Rapid downward revisions to earnings expectations. 2) New orders falling, capex plans falling 3) Inventories…
As you will see below, the economic bazooka European leaders have up their sleeves will do enormous damage to the U.S. economy if implemented. And…