The Trade War Of 2018 Tells Us What We Need To Know

 February 28, 2025 |Michael Capobianco
U.S. trade policy continues to become more protectionist and unpredictable. Let’s attempt to examine the events of the 2018–2019 U.S.-China trade war to assess the potential impact of tariffs. Tariffs can generate revenue, safeguard domestic industries...
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How Will Europe Respond ?

 February 24, 2025 |Michael Capobianco
The European Union’s 27 member states set their trade policy is in unison. The economic impact of U.S. tariffs will depend on many factors. Let’s examine how the implications of rapidly changing U.S. trade policies and explore how the EU may respond....
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The Sole Focus Is On Earnings

 February 14, 2025 |Michael Capobianco
What matters more for the market, Washington policy or corporate profits? Washington will capture much press this year, with policy developments likely generating volatility. It is earnings trends however, that will determine the U.S. equity market’s...
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The Relationship Between U.S. Interest Rates And Deficits

 February 07, 2025 |Michael Capobianco
The old line is that the cure for high prices is high prices. Economics are rife with such self-correcting mechanisms. Today we’ll examine how exactly this is playing out in the relationship between the U.S. budget deficit and longer-term interest rates...
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