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Posts tagged tariffs
Chinese Liquidity, EM Debt, and Slowing ISM - September 3, 2019

Cracks are starting to show in China’s economy as a bank suspends dividend payments. Research from the NBER documents China’s transformation into the world’s largest creditor and what it means for debt sustainability in other countries. The latest ISM data shows the economy is contracting and Consumer Sentiment indicates that consumers are feeling the effects of tariffs.

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Shaky Confidence and Italy - May 28, 2019

Recent US data, such as the Case-Shiller Home Price Index, Durable Goods Orders, and New Home Sales continue to underwhelm, but this could be related to current trade tensions. The Italian budget is back in the news as the European Commission and Italy are once again at odds.

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