There are 6 item(s) tagged with the keyword "United States".
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President Trump has announced far higher tariffs across all trading partners than markets expected. What’s next for the US economy and markets?
The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation.
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.
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.
He said, Xi said: President Trump believes tariffs are great for the US because China is paying; the evidence suggests otherwise.
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.
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