Institutional Investor (January 28)
“With Trump once again using tariffs as a key tool in his trade policy, investors are bracing for renewed volatility,” especially given the “frantic pace of changes.” Some investors, however, “remain optimistic about Trump’s potential economic impact.” For example, “KKR’s Henry McVey believes that strong markets and robust corporate earnings will offset any geopolitical risks and tensions.”
Tags: Corporate earnings. Geopolitical risks, Economic impact, Frantic, Investors, KKR, Markets, McVey, Optimistic, Tariffs, Tensions, Tool, Trade policy, Trump, Volatility
Bloomberg (February 19)
“For all the stimulus measures that officials are rolling out to combat the economic impact of the coronavirus, lower interest rates and bigger budgets are unlikely to make people feel immune. And it’s consumer behavior that will influence the magnitude of any hit.”
Tags: Budgets, Combat, Consumer behavior, Coronavirus, Economic impact, Immune, Interest rates, Officials, Stimulus
Bloomberg (April 18)
“The death toll from earthquakes that struck southern Japan rose to 42 and the economic impact began to reverberate Monday as companies surveyed damage and the potential effects on production from supply-chain disruptions.” Amidst the uncertainty, investors “are speculating that Japan’s government and central bank will need to consider more stimulus for an economy that is already struggling.”
Tags: BOJ, Damage, Deaths, Earthquakes, Economic impact, Government, Investors, Japan, Production, Stimulus, Supply-chain disruptions, Uncertainty