Fog of (Trade) War

BlackRock
Door juli 11, 2019 07:31

Fog of (Trade) War

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Jeff makes the connection between the U.S.-China trade war, the Fed’s rate outlook and why there may be a silver lining for investors in a world of tit-for-tat tariffs.

After a rollercoaster two months of headlines about trade wars and tariffs, once again the market finds itself in the familiar position of not knowing what to think about the long-term effects of the U.S.-China trade dispute. But it does recognize this: that substantial progress on trade requires much more than an agreement on how many soybeans China purchases from the U.S. Muddling the issue – and further inflaming investor anxieties — is the U.S. government’s threatened use of tariffs to address non-trade related issues like immigration at the Mexican border.

In our view, trade uncertainty now represents the key macro (and as we will argue, micro) risks to the outlook.

How trade affects the Fed…

Fed Chair Jerome Powell best

BlackRock
Door juli 11, 2019 07:31

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