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MarchPer Stirling Capital Outlook – March 2018
We had noted in a January Reuters interview our belief that, “Short of something truly stupid like a trade war with China or a withdrawal from NAFTA, or something horrific like a nuclear conflict with North Korea, we don’t see a scenario where investors are likely to elevate politics to the same level of importance […]
aluminumArgentinaAustraliaBank of JapanBrazilCanadaChinacorporate earnings growthcurrency marketsdictatorsdomestic debtEuropean Central BankEuropean UnionFederal Reserveinflationinflationary mixintellectual propertyinterest ratesMexicomonetary policyNAFTANorth KoreaPenn Wharton Budget ModelPeter Navarroprotectionismquantitative easingRobert Lighthizersteeltariffstrade deficittrade warTrumpundervalued currenciesvalue-added taxesWhite House National Trade Councilworld trade