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President Trump has made a series of claims about how the US faces "unfair trade" as he justifies his sweeping tariffs on imports from other countries. Continue Reading »
Saudi Arabia’s oil supply shock has set up a standoff with OPEC members who keep busting their quotas, but the biggest of the offenders has yet to flinch. Continue Reading »
Damodaran said China and India have held up the best in the last week, perhaps because both countries have large enough domestic markets to sustain them through a trade war. Continue Reading »
GLOBAL-MARKETS/TARIFFS-TREASURIES (UPDATE 2, ANALYSIS):ANALYSIS-Sharp US bond selloff revives flashbacks of COVID-era 'dash-for-cash' Continue Reading »
There’s a growing discussion on Wall Street that the Federal Reserve may need to step in to stabilize the Treasury market if the rout that briefly propelled long-term US borrowing costs above 5% continues. Continue Reading »