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Trade Tensions No Big Deal?

June 30th, 2018 · No Comments

  • 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.

Source: Trade Tensions No Big Deal? | Seeking Alpha

Tags: Trade