All United States articles – Page 22
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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 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.
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White papersMarch jobs report: Calm before the storm
March’s strong jobs report, with a surprise 228,000 payroll gain, offered markets brief relief amid rising policy uncertainty. Yet, the data likely lags reality, as trade-related disruptions and federal layoffs begin to weigh on the labor market. While the Fed may offer support, its ability to cushion a government-driven shock remains limited by inflation concerns.
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White papersThe macro fallout from ‘Liberation Day’
The sweeping tariff hikes announced on “Liberation Day” have escalated fears of stagflation, pushing recession odds higher and rattling markets. With inflation likely to rise and GDP growth projected to drop by up to 2.4%, the economic strain could be the most significant since the 1930s. Still, investor sentiment may recover as attention shifts toward pro-growth policies like tax cuts and deregulation.
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PodcastTalking Heads – Emerging markets and US tariffs: opening gambit or torpedo?
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) economies and companies with Chief Market Strategist Daniel Morris.
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VideoUS Equities: Opportunities and Challenges in the Trump Era
In this video, Capital Group portfolio manager Chris Buchbinder discusses the future of US equities. He explores the impact of Trump administration policies on the market, potential overlooked investment areas, and long-term opportunities in the current political landscape.
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White papersLiberation Day: Market uncertainty, global growth concerns, and U.S. recession fears
The U.S. announced sweeping new tariffs—some exceeding 50%—shocking markets and sharply raising the risk of recession and stagflation. With inflation likely to rise and GDP growth to fall by an estimated 2.5%, investors are now eyeing potential fiscal offsets like tax cuts and deregulation. Until clarity emerges, risk assets may stay under pressure as global economies brace for the fallout.
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Asset Manager NewsHines Announces Jones Day As First Office Tenant At South Station Tower
The Global Law Firm Will Relocate Its Boston Office to the Best-In-Class 51-Story Mixed-Use Tower Situated Over Boston’s Most Connected and Active Transit Hub
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White papersMarkets shaken by new US tariffs as growth expectations deteriorate
US President Donald Trump announced a wave of new tariffs on 2 April, which he branded ‘Liberation Day’, arguing they would help boost the US economy. Trump introduced a new baseline 10% US tax on goods from all countries and higher reciprocal tariffs for nations which the US government believe have high barriers to US imports. The US government is expected to impose the reciprocal tariffs on around 60 of the “worst offenders” from 9 April.
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White papersMaking America’s Chip Fabs Great Again
As national security threats mount, the U.S. aims to revive production of complex computer chips, creating potential opportunities all along the semi supply chain.
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White papersJevons meets Sputnik: The interdependence of the new and old economy
AI growth exposes significant US power grid challenges and the interdependence of the new and old economy. Learn about the implications of Jevons paradox and DeepSeek’s ‘Sputnik moment’
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White papersSix reasons to consider real estate debt in 2025
Real estate debt has always been a valuable component of any portfolio; however, it is emerging as a viable solution to a wide array of investor concerns today. It’s a strategy that offers a range of benefits with attractive risk-adjusted returns across market cycles.
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White papersHas US high yield been impacted by recent market volatility?
The US High Yield (‘HY’) market has so far demonstrated resilience throughout the current period of recent market volatility. For the HY asset class, a low, positive GDP environment can potentially offer a constructive environment. Short duration approaches should offer a nice balance of potential outcomes.
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White papersFour-quadrant report - March 2025
This report offers a clear view of U.S. commercial real estate through the four-quadrant framework. It highlights how economic, political, and market trends are impacting public and private equity and debt, with a summary of current conditions and key investment themes.
