Markets continued to give a mixed response to President Trump’s unexpected weekend tweet.

Sunday’s announcement by President Trump of an escalation of tariffs on China is a clear potential negative for both the industrials and materials sectors.

Posted by: Paul Donovan

Overall, the labor report for April showed that the labor market is continuing to get tighter.

Posted by: Paul Donovan

Last September, the vice premier canceled a trade trip in response to the US holding a “knife to China’s neck,” as one senior Chinese official then characterized it.

First quarter displays a bifurcated industrials market.

In my last two posts I showed how investors can improve outcomes by acting like private pensions and derisking as they get closer to fully funding their retirement goals.

Equity markets around the world continued their grind higher in April (Fig.

Posted by: Paul Donovan