July 08, 2019
With a hawkish Federal Reserve, cooling global economies, and a rise in trade protectionism after four decades of globalization, financial markets felt the brunt of volatility in 2018 before the first quarter of 2019 saw the Fed change course. But it was only a short period of calm before a US presidential tweet storm regarding trade and China reignited trade concerns and questioned the Fed’s future path. In their quarterly macro economic outlook, “Field guide to economic birding: Hawks, doves, and tweets,” the Global Multi-Asset team explores this environment and what it means for investors.
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