US consumer in the crosshairs of new proposed tariffs

| Aug 5, 2019 at 12:00 AM

President Trump’s most recent threat to impose an additional 10% tax on USD 300 billion of List 4 products coming from China beginning 1 September disproportionately targets finished consumer goods, and will likely have an impact on consumer spending.

Curb your enthusiasm

| Aug 5, 2019 at 12:00 AM

Industrials stocks held up better than feared during the second quarter earnings season despite overall growth and earnings guidance that was worse than expected.

Are U.S. private markets overvalued?

| Aug 5, 2019 at 12:00 AM

With the current bull market officially the longest in U.S history, one frequent investor concern relates to the state of elevated private market multiples.

Markets react to another round of tariffs

| Aug 2, 2019 at 12:00 AM

Barring some sort of agreement, a new 10% tariff will be applied to the remaining USD 300 billion of US imports from China that were not already impacted by the 25% tariffs, taking effect beginning on 1 September.