Blog

For the European Union, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly changing U.S. trade policies, and explore how the EU may respond.

Washington, D.C. policy decisions have been in the spotlight of late, but we think investors should not take their eyes off the results and clues coming from Q4 earnings season.

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.