- According to some, the trade tensions are a sideshow and the implication is that they can be safely ignored by investors, at least for now.
- The real crisis is in emerging markets, which are under strain from a tightening Fed and a rising dollar.
- We think trade tensions are already having a negative effect on the economy, and if they escalate, emerging markets will be among the first victims.
Trade Tensions No Big Deal?
June 30th, 2018 · No Comments