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

United States: Fracking Reinvention — What It Means for Foreign Policy

United States: Fracking Reinvention — What It Means for Foreign Policy

July 25, 2018

Technological advances in hydraulic fracturing made during the 2014-16 period have allowed U.S. producers to extract oil and gas with greater profitability even at lower energy prices. The resulting increase in production coming out of the Permian Basin will make the United States the leading global crude oil producer starting in 2018 – an unthinkable development 10 years ago. In this analysis, Keybridge examines the fundamental shift in energy production and how it will alter U.S. foreign policy.

Related Documents: Key Insight – U.S. Energy Independence – July 2018

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