How Tariffs, Trade Affect Manufacturing Investment
While protectionism appears popular in both political camps, its impact on US businesses and institutional investors is best viewed through a wide lens.
Tag: Tariffs
Regulation
What do New China Tariffs Mean for U.S. Industries?
Biden’s new tariffs are unlikely to seriously disturb global markets, sources say.
Opinion
Geopolitics Operates with Long and Variable Lags
Global financial markets are waking up to the high odds of further supply shocks and trade wars, writes the chief geopolitical strategist from BCA Research.
Alternatives
Woodman, Don’t Spare That Tree: Lumber Price Spiral Is Now Over
The tab for this construction-centric wood, which figures in many asset allocators’ alt strategies, has dropped back as production finally expands.
World Trade Post-Pandemic: Same Old Problems, Now Worse
A surging China elbows others, the deficit-burdened US struggles, and Brexit is in the pits.
Market Moves
What? Stocks Stumble as No Hollywood Ending Caps Trade Talks?
Market once more is shocked that this fraught diplomatic cage fight is far from over.
Asset Allocation
It’s the 5th Trade Deal Announcement: What if This One Falls Apart, Too?
The latest breakthrough is laden with ‘ambiguity’ and ‘fragile,’ says the Center for Strategic and International Studies’ China expert.
Newsmakers
After Phase One Trade Pact, Talks Will Get Really Hard, Dimon Says
JPM chief is sanguine about an initial deal, but warns against more tariffs being imposed.
Market Moves
Steve Schwarzman Knocks Beijing, as Business Chiefs Grow Leery on Trade Tiff
The Blackstone head, on old China hand, argues that the challenge to Chinese conduct is justified.
Market Moves
Despite Trump Gesture, the Trade War Will Worsen, BofA Warns
White House delay on some new tariffs doesn’t convince analysts that peace is at hand.
Market Moves
Another Trump Tariff Hike Would Spark a Recession, Morgan Stanley Says
If the US lifts the levy to 25% on all Chinese imports, firm sees worldwide economic downturns.
New Tariffs May at Last Be Affecting the US Economy
Trump’s extension of levies to Chinese consumer goods show an impact in manufacturing and may tick up inflation.
Market Moves
Multinationals Are Bailing from China, Larry Fink Says
As the trade war winds on with no end in sight, companies are not waiting around to see what happens, BlackRock chief finds.
Market Moves
As the Trump-Xi Confab Nears, Wall Street Is Leery
Lots of wariness about an escalation of the US-China trade war and bad economic fallout.
Market Moves
Trump’s Backdown on Punishing Mexico: Trade War Peak?
Republican lawmakers won’t let him slam China with more tariffs, says Pantheon’s Shepherdson.