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Earnings estimates are a rigged game – especially in the USThe number of US stocks beating earnings estimates tells us only that guidance has deliberately been set too low
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How Trump's dog deals will damage global trade with the USOpinion Some commentators are hailing Trump’s trading savvy. Are they right?
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Emerging markets must deliver growthEmerging markets have benefitted from the rotation away from the US – but can the rally last?
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Trump’s tariffs are here to stayOpinion Trump's tariffs mean American businesses and consumers will have to pick up the tab
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In defence of Donald TrumpOpinion Doom-mongers thought the world would end with the election of Donald Trump. Think again, says Max King
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US stocks are more expensive than ever after Trump's tariffsWe don’t need to second-guess the effect of Trump's tariffs to think that the rest of the world offers better value
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The new products and growth sectors driving America’s long-term winnersOpinion Felix Wintle, manager of the VT Tyndall North American Fund, highlights three favourite US stocks where he'd put his money
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Tariffs 'were a terrible idea but shunning the US is a big mistake'Opinion Manufacturers and investors have pivoted away from the US, the world’s biggest economy. That’s a mistake, says Matthew Lynn
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US and China reach a ceasefire in their trade war after talks in LondonThe US and China's trading relationship – the most important one in the global economy – is back on track. Will the truce last?
