Smoot Hardly: the US-China trade war, prescription drug price legislation and the 2020 election

JP Morgan
Door mei 13, 2019 11:28

Smoot Hardly: the US-China trade war, prescription drug price legislation and the 2020 election

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I now believe that prospects for a deal are only 50/50 given China’s withdrawal of concessions. The economic impact of a growing tariff conflict on the US is modest, but the hit to earnings could be worse. The negative market reaction is in part a consequence of how high valuations became after the spring 2019 rally. Also, how new research on US prescription drug prices vs other countries affects the prospects for drug price legislation. We conclude with an updated ideological scorecard for 2020 Presidential candidates and their policies.

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JP Morgan
Door mei 13, 2019 11:28


Asset Allocation Consensus Juli


  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00


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#Blackrock writes: "We are downgrading our #global growth outlook as trade disputes and broader #geopolitical tensions stoke greater macro uncertainty. The range of potential economic..." Read the whole #outlook here:

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