In Worsened Trade War, Goods Makers Will Hurt More, Says Goldman Sachs
Service providers like Google will best manufacturers such as Apple, firm figures.
Tag: Trade War
Market Moves
A US-China Pact Would Boost Commodities, Citi Says
Recovery in raw materials should persist if an expected end to the trade tiff comes.
IMF Cuts Outlook for Global Growth
Trade war with China contributes to downgrade for US forecast.
CFOs Are Slightly More Downbeat About the Domestic Economy
Interest rates hikes and the trade spat could affect company fortunes, they say in Deloitte survey, although overall optimism is still strong.
US Will Be Victor in Trade War, El-Erian Says
Allianz economist says American economy and stock market shouldn’t be hurt by the conflict.
US Market Surges While Others Flag? Not for Long, Says JP Morgan
Bank’s strategist says ‘sugar high’ of American tax cuts will peter out, hurting domestic stocks.
Trade War Could Slam US Stocks with Losses Up to 20%, Tepper Says
Appaloosa chief warns that further tariffs in US-China clash could crimp the heady market.
All-Out Trade War Would Drop Stocks 20%, Siegel Says
Amid news of new trade talks with China, Wharton professor warns that worsening hostilities would trigger a bear-market plunge.
US-China Tiff Based on Outmoded Notions of Trade, BlackRock Says
Ignoring today’s more integrated world economy means fighting “yesterday’s war,” asset manager finds.
Trade War Could Trim Economic Growth, Study Says
It also risks pushing the US and the world into a recession, BofA Merrill warns.
Why the Trade War Might not Be Ruinous
Tariffs don’t involve a major part of the US economy and this may all be a negotiating tactic, say some market strategists.
Research
Hong Kong Pension Fund Hurt by China-US Trade Spat
Mandatory Provident Fund is down 0.26% for year despite strong January.
Newsmakers
Ray Dalio Is Freaked Out by Trade War with China
The hedge fund magnate calls for negotiations between Washington and Beijing.