All tariffs articles – Page 2
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NewsDenmark’s PFA reduces equities overweight ahead of Trump’s tariffs
Copenhagen-based pension fund still sees global economy as strong enough this year to support positive stocks development
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FeaturesCan emerging market equities offset US headwinds with domestic growth?
Emerging market (EM) equities have been an unloved asset class over the past few years. China’s economic woes, a stronger US dollar and the country’s prolonged tech bull run cast a long shadow. However, there are some bright spots in 2025, despite US president Donald Trump’s tariffs.
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FeaturesFixed income, rates, currencies: Markets rocked by Trump’s sweeping tariffs plan
The world’s economy enters a new phase as the US administration escalates towards a global trade war, raising the prospect of a US recession and crashing global financial markets
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FeaturesFixed income, rates, currencies: Trump’s tariff announcements weigh on sentiment
As tariff announcements garner huge amounts of media attention, financial market reactions have been muted. Participants are trying to beat off tariff fatigue and assess the best path through all the smoke and mirrors.
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News
Joseph Mariathasan: America first – or America last?
Policies meant to protect US interests could end up causing more damage to the country’s economy
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News
IPE Expectations Indicator: Positive euro-zone equity sentiment fades
There was a negative to positive shift in sentiment towards dollar bonds
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Joseph Mariathasan: ‘An open China heralds a more beautiful spring’
Contrasting China’s opening markets with the US’s protectionist retreat
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News
Joseph Mariathasan: Trump’s tariffs and America’s Luddites
Washing machines may never experience exponential change, but solar cells could
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