After an unprecedented year of calm in 2017, where investors made money in virtually every asset class, investors were brought back down to earth during 2018. Corporate earnings growth remained robust, but the ongoing monetary policy tightening cycle in the U.S. and increasing trade tensions (most notably between the U.S. and China) pushed up equity risk premiums and placed downward pressure on valuation multiples.
Investor sentiment improved in August, driven by hopes of rate cuts and extended trade truces.…
Trade tensions and cautious monetary policy continue to shape the global economic landscape. The U.S.…
Global equity markets rose in June as trade talks between the U.S., China, Canada and…
Trade talks, court rulings, and surprise tariff moves turned May into a geopolitical chess match.…
April's global markets faced turbulence due to trade and economic uncertainties. Discover how these factors…
Stay informed about the domestic and global impacts of U.S. tariffs amid economic unpredictability. Introduction…