Weighing the Week Ahead: Is it Time to Worry About a Trade War?

The economic calendar is light. Most of the “financial” news flow relates to non-core stories. Of the various geo-political themes, there is one that is most significant for investors. Expect pundits to be asking: Is it time for investors to worry about a trade war? Last Week Recap In my last edition of WTWA I […]

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Proposed Tariff Increase: A Cheap Thrill?

New Fed Chairman Powell had just finished his Senate testimony.  Market participants were digesting the morning’s economic data and the likely Fed reaction. Then…something happened.  Normally I am skeptical of the post hoc analysis of market moves, but this one was clear.  President Trump announced the intention to raise tariffs on steel and aluminum.  Stocks […]

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