Perspectives

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]