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There are 6 item(s) tagged with the keyword "United States".

Displaying: 1 - 6 of 6

What should investors make of US tariffs?

President Trump has announced far higher tariffs across all trading partners than markets expected. What’s next for the US economy and markets? 

Tags: LGIM, Growth, Asset allocation, US Dollar, United States, Market movement, Inflation
Deglobalisation is just getting started

The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation.

Tags: LGIM, Asset allocation, United States, Productivity, Politics, Election, China, Asia, Central banks
US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?

First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic lustre is fading. Looking to next year, however, the red-hot US labour market could threaten earnings – making it all the more important to turn to a broad set of data points to build a picture of what to expect.

Tags: LGIM, United States, Equities
How sensitive is the US to higher rates?

The surprise for markets may be less around the timing of the Fed’s lift-off, and more the magnitude of rate hikes required to cool a potentially overheating economy.

Tags: LGIM, LGIM blog, United States, interest rates, inflation
Breaking up: US and China

He said, Xi said: President Trump believes tariffs are great for the US because China is paying; the evidence suggests otherwise.

Tags: China, United States
Making up: US and China

The trade war has clearly disrupted trade flows, but better growth and positive signs of a deal might mean the Fed has overdone its dovish pivot.

Tags: United States, China

Displaying: 1 - 6 of 6