Trade Policy

There Is a Bull Market in Bonds Out There

There Is a Bull Market in Bonds Out There

Ivan Martchev | |

The Fed Funds market is aggressively pricing three Fed interest rate cuts.

This Trade War Will Start a Recession, or Worse…

Patrick Watson | |

Trump's tangled mix of policies isn't accomplishing his stated goals and seems unlikely to ever do so.

Will Main Street’s Optimism Influence Wall Street? | |

Global Manufacturers Just Shrank for the First Time in Seven Years

Frank Holmes | |

International trade tensions are contributing to the global manufacturing weakness.

Trump Is Making the Same Trade Mistake That Started the Great Depression

John Mauldin | |

Those who cannot remember the past are condemned to repeat it.

Will Trump Be a One-Term President Because of Mexican Tariffs?

Frank Holmes | |

Trump's proposed Mexico tariffs will have a direct inflationary impact on middle-class Americans.

A Bad Time to Escalate Border Issues with Mexico

Ivan Martchev | |

Markets are not happy with Trump's Mexican standoff, a move that seems like an overreach.

Should Investors Get Excited About Rare Earth Metals?

Frank Holmes | |

China, which accounts for close to 80% of the world’s production of rare earth metals, is allegedly preparing to curb the export of these important materials to the U.S. as a bargaining chip in the ongoing trade war.

Do Recent Trade Tensions Matter for the US Economy? | |

Yes! The tariff fire may soon burn too hot, and the smoke it generates is harmful itself.

Trump’s Trade War Is Good for These 3 Dividend Stocks

Robert Ross | |

Remember that some stocks actually benefit from tariffs.