In 2018, Trump’s deregulation of specific economic sectors and industries contributed to the stock market’s strength in the ...

The Berenberg economics team led by Holger Schmieding produced this striking chart, showing how interest-rate expectations ...

This week, we’ll build on last week’s base case and look at how to navigate your portfolio from the perspective of a tactical ...

Markets had a positive week, with the major indexes advancing in the +3% range despite a slowing economy and less than ...

America’s new president was threatening a trade war against China and other commercial partners that would lift the dollar ...

Warren Buffett made his name advising devotees never to bet against the United States. Yet even Uncle Sam’s greatest fan is ...

Tariffs are not only a tax, but a regressive tax, meaning the poor get hit in the budget by proportionately more. We expect ...

Trump’s tariff policies have distorted US economic data and triggered selling pressure in the US Dollar Index, which has ...

Last week, we learned that the quarterly PCE price deflator was up 3.7% on an annualized basis. However, monthly PCE prices ...

Federal tax collections and tariff policies in April 2025 drained market liquidity, signaling SPX risks and calling for cautious investment heading into Q3.

Simulations using the Global Trade Analysis Project show that even countries not involved in the trade battle are likely to ...

Warren Buffett, CEO of Berkshire Hathaway, remains bullish on the long run. At the same time, he acknowledges that people ...