While the long-term trajectory of the fiscal debt will probably remain a concern, there are some potential incremental actions the incoming president could take
With US equities at record valuation peaks, investors should re-examine their risk appetite
Debate over trade strategy has become an ideological litmus test in which few are willing to acknowledge nuance
A multiyear structural deficit will push up costs to inflation-adjusted highs
The short- and long-term prospects of the currency are at odds
Policymakers need to adjust their approaches including through pre-emptive negotiations with the incoming US administration
Investors should not assume that Trump’s tariff threat is a bluff
The convergence of French yields with Greece’s is a reality check
The approach is more like a marathon than a sprint, focused on making the country’s economic framework more durable and resilient
Policymakers need to update their approach if they are determined to use trade measures to protect industry
It may well be time for governments and central banks to revisit their monetary policy mandates.
Compounding reveals the true value of long-term investing and minimising costs
Overly pessimistic warnings of economic shocks could weaken crucial support for globalisation
When companies approach extreme price levels, gravity looms
Some lessons for those investors tempted to chase the Trump trades
A distinction with so-called periphery countries is out of date
On most dimensions, the policy mix of incoming president is positive for US equities
Incoming administration’s policies might eventually lead to decrease in US LNG exports to EU
If Trump imposes larger tariffs, the renminbi and US currency pegs will come under pressure
Over the incoming president’s second term, the risks of crises may unwind the greenback’s strength
The incoming president is likely to attack the Fed if it seeks to counteract his policies or if inflation takes off again
New administration must find a way to maintain growth while repositioning the economy
Longer-term equity, asset class and sector returns are not generally reflective of a presidency
Even when there is a clear policy shift to trade on, timing and implementation of changes is critical
Conditions are reverting to a time of solid, sustainable growth
