All United States articles – Page 15
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White papersQuick take on Trump’s tariff pause
President Trump has announced a 90-day truce with most of the international community, reducing tariffs to the baseline rate of 10% for the European Union (EU), Asia (excluding China) and South Africa, among other countries. This is a positive development. Most other major economies, including Latin America, Canada, the UK, and Australia, were already subject to baseline rate tariffs or lower.
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White papersThe Still-Compelling Opportunity in U.S./Mexico Border Industrial Markets
Despite the looming headwinds that could impact global trade, there are still reasons for optimism on the outlook for U.S./Mexico trade—which suggests the opportunity in border port industrial markets remains attractive.
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White papersPrivate Credit 2.0 Is Here
David Mihalick, Co-Head of Global Investments, contributed to Pensions & Investments’ report on the evolving private credit landscape and the benefits drawing investors to the new era of the asset class.
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White papersThe Tale of Tariffs Round Two for the US Economy
How might the recently announced US trade measures translate into economic reality?
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White papersHigh Yield’s Eye-Catching Spreads
We believe a yield advantage and improved credit quality make high yield worth a look.
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White papersTrade War, or Will Cooler Heads Prevail?
Negotiation or retaliation—the world’s response to the surprisingly aggressive U.S. tariff announcements will be critical.
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White papersTrump’s Tariffs: The Impact on Fixed Income
New tariffs could hamper U.S. economic growth and change market dynamics for the long term.
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White papersEquity Market Outlook 2Q 2025
While surging tariffs and a hard sell-off have sown uncertainty, we expect negotiations to bring some relief on initial tariff proposals, and that sharply slower growth seems more likely than a U.S. recession. We also believe stimulus in Europe and China may rejuvenate global industrial activity (albeit at a slower pace), and recommend styles, sectors and regions that are most geared to it.
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White papersFixed income at the crossroads of trade and trust
Trade tensions and shifting alliances are shaking investor confidence in 2025. This article explores how fixed income markets are navigating the dual challenges of inflation and geopolitical uncertainty, with a focus on the evolving role of U.S. Treasurys as a global safe haven.
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White papers2025 REIT market perspectives and a look ahead
In 2025, global markets are grappling with heightened volatility amid trade tensions and geopolitical uncertainties. Amidst this turbulence, listed REITs have demonstrated notable resilience, outperforming broader equity markets and offering investors a compelling opportunity for diversification and steady income.
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White papersBeyond location: Our approach to smarter real estate lending
Craig Oram, Mark Milovic, Jen Wichmann and Alexandra Levy recently sat down in front of the camera to discuss how various teams at LaSalle – in particular Research and Strategy – work in tandem with the US debt investment team to identify prime sectors and locations for investment.
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White papersTrump’s tariffs – A paradigm change
In the absence of major revisions, the latest US import tariffs are a stagflationary shock for the US economy, potentially derailing growth and raising recession risks. A major risk-off move is now underway as financial markets move to a completely new interpretation of ‘US exceptionalism’.
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White papersApproaching peak uncertainty in the Strait of the Sirens
Adding to stocks, trusting the sailors.
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White papersAvoiding the thorns
The bond market is a rational voice amid the panic caused by Trump’s tariffs.
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White papersDiversions Ahead: Finding Resilience in the Next Chapter
The US economy is resilient and appears to have reached a healthy equilibrium, but US policy shifts are on the horizon and may alter the balance.
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White papersWorst case
Trump’s reciprocal tariffs are more aggressive than the markets were expecting.
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White papersTrump tariffs roil markets. What’s next?
If investors were looking for a reason to sell US stocks, they found it in President Donald Trump’s sweeping tariffs. Following several weeks of volatility sparked by on-again off-again tariffs, Trump’s 2 April announcement of higher-than-expected levies against virtually every US trading partner sent shockwaves through global financial markets.
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White papersSelf-fulfilling prophecy?
Concern about Trump’s tariffs and sticky inflation seem to be deflating consumer confidence.
