Market Update – November 2019
Most major markets closed higher in November as optimism on a trade resolution with China once again dominated the news cycle. U.S. equity markets, bolstered by favorable earnings and reduced [...]
Tariff Man
U.S. trade conflicts have entered a new phase. President Trump has demonstrated his tariff threats are real, individual companies can be blacklisted and his rationale for new tariffs can extend [...]
Trade War – a Game of Chicken
In 1934 Congress passed the Reciprocal Tariff Act which essentially ceded to the President authority to negotiate tariffs with other countries. This bill was passed as the U.S. was exiting the [...]
Trumps Tariffs
On March 1st, 2018 President Trump announced his intention to impose significant tariffs on steel and aluminum imports. The announcement sent stock and bond prices falling, stoking fears of [...]
Crestwood Perspectives: Trump’s Impact on Investment Markets
Yesterday’s unexpected election result causes investors to wonder what can be expected over the next few years from a Trump presidency and a divided country. This election has been highly [...]
Implications of Populism
Why the anger? It’s the economy One of the many notable characteristics of this unconventional presidential race is the broad-base populist uprising from both the left and right. Across [...]
