U.S.-China Trade Outlook

U.S.-China Trade Outlook

March 14, 2019

Recent delays in trade talks between the U.S. and China have revived concerns about an all-out trade war between the two nations. The conflict has evolved beyond trade deficit issues as the U.S. pressures Beijing for substantive structural reforms that are unlikely to occur in the near term. Even if the U.S. and China can resolve the present trade dispute, the broader strategic confrontation will live on.

Related Documents: Key Insight – U.S.-China Trade Outlook

Why Global Financial Markets Are Too Sanguine About a Trump-Xi Trade Deal

Why Global Financial Markets Are Too Sanguine About a Trump-Xi Trade Deal

February 14, 2019

Global financial markets are increasingly optimistic that President Trump and President Xi will soon agree to a trade deal that will reassure and ignite financial markets. Such optimism, however, is unwarranted. In this analysis, Keybridge lays out major areas of concern surrounding a potential trade deal and the long-term impacts on global financial markets.

Related Documents: Key Insight – Why Global Financial Markets Are Too Sanguine About a Trump-Xi Trade Deal

United States: 2019 Macroeconomic Outlook

United States: 2019 Macroeconomic Outlook

January 25, 2019

The U.S. economy accelerated in 2018, and the visible strength of economic fundamentals in the U.S. may lead some to assume that economic growth in 2019 will match that of the preceding year. However, the U.S. economy faces a number of strengthening headwinds that appear likely to constrain growth in the coming year. In this 2019 Macroeconomic Outlook, Keybridge examines the headwinds, tailwinds, and uncertainties that the economy will face in the year ahead.

Related Documents: Key Insight – 2019 U.S. Macroeconomic Outlook

United States: Implications of the Midterm Elections for Economic Policy

United States: Implications of the Midterm Elections for Economic Policy

November 15, 2018

On November 6, 2018, Americans turned out in droves to vote in the midterm elections. The outcome of the 2018 midterms reflects schisms within the U.S. regarding president Trump and major issues facing the nation. In this analysis, Keybridge examines the results of the 2018 midterm elections and assesses potential implications for the U.S. economy.

Related Documents: Key Insight – Midterm Elections – November 2018

Fed Under Fire: Is the Independence of the U.S. Federal Reserve at Risk?

Fed Under Fire: Is the Independence of the U.S. Federal Reserve at Risk?

October 29, 2018

Since July 2018, President Donald Trump has increasingly criticized the U.S. Federal Reserve for raising its benchmark rate rate, leading some to question whether the Federal Reserve’s independence is in danger. In this analysis, Keybridge examines whether President Trump’s attacks will affect Fed policy going forward, and how the attacks will impact public confidence in the independent institution.

Related Documents: Key Insight – Fed Under Fire – October 2018

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