John Stepek looks at what the renewed threat of a US/China trade war means for the charts that matter most to the global economy.
Articles written by John Stepek
While investors were worrying about trade disputes and tariff hikes this week, the US bond markets threw up a nasty surprise. John Stepek explains what’s going on, and why it matters.
Markets have grown complacent, expecting central banks to shield them from any upheaval. But in these volatile times that’s a dangerous assumption, says John Stepek. The world is changing and you need to be ready.
Markets briefly stuttered on reading Donald Trump’s tweet raising tariffs on Chinese imports to the US. But they soon recovered. John Stepek asks if their optimism is justified.
The US economy looks in better shape than many thought this time last month.John Stepek looks at how it’s affecting the charts that matter most to the global economy.
Mark Carney has hinted that interest rates are likely to be higher than the market expects. The market shrugged. But if Brexit is even a little less awful than expected, investors could end up wrong-footed.
The Federal Reserve kept interest rates on hold yesterday. That’s what markets were expecting – yet they had a little swoon anyway. John Stepek looks at what happened and what might be next
Bond fund managers tend to beat their benchmarks more often than equity fund managers. But that doesn’t mean they’re all geniuses. John Stepek explains what’s behind the outperformance, and what it means for investors.
America’s economy is growing much faster than expected. Under normal circumstances, you might expect the Federal Reserve to raise interest rates. But that won’t happen, says John Stepek. Here’s why.
Management teams love doing big mergers and acquisitions deals, says John Stepek. But investors should beware the hangovers that often follow.