The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
Insights
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Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
Why the first quarter of 2025 is critical in shaping the inflation outlook and subsequent rate decisions.
Stalled progress on inflation and policy uncertainty leaves the Fed little room but to hit the pause button.
Reading between the lines of the FOMC statement and Chair Powell’s press conference comments.
A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.
Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.