Current data doesn’t suggest a recession in the US, but BlackRock warns that prolonged uncertainty poses a big risk.
Tag: tariffs
BNP Paribas WM sticks with equity overweight
There will be more rate cuts outside of the US which should support financial assets, according to the firm’s Asia CIO.
Goldman Sachs sees S&P 500 earnings at risk
Goldman Sachs chief US equity strategist David Kostin warned that every 5% increase in tariffs reduces S&P 500 earnings per share by 1-2%.
The FSA Spy market buzz – 7 February 2025
Foxy currency trades; Vanguard takes out the slasher; Tariff predictions in a glass darkly; China’s electric cars; The rise of the robots; Geopolitics and war; The annual Superbowl and much more.
Deutsche Bank CIO: Asia will be the engine of global growth in 2025
The high growth momentum will have a positive impact on corporate profits in the region.
Lazard Geopolitical Advisory warns of trade battles
Economic nationalism will likely reach new heights during the incoming Trump administration, according to the analysis firm.
