China’s devaluation escalates trade tension
Currency drama leads to increased policy uncertainty, volatility
Fed cuts interest rates 25 bps. Now what?
The good news, bad news paradox
Why the July Fed meeting could spark volatility
Dovish enough? Here’s why the Fed’s rate cut could leave investors disappointed.
Be careful what you wish for: Fed lays groundwork for summer rate cut
We believe the Fed should take a cautious approach to cutting rates, despite the short-term benefit to financial markets.
Equity markets have been telling the wrong story
Falling yields, a perfect storm of policy uncertainty and the looming economic slowdown mean investors should prepare for higher volatility.
“Boy, that escalated quickly!” | U.S.-China trade tensions upend complacency
U.S.-China trade negotiations imploded, causing stock market complacency to quickly evaporate.