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Policy and Regulatory Commentary
The U.S.-China relationship in a changing global economy
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An inevitable blame game between the U.S. and China has followed COVID-19, but the crisis has really just extended the “trust deficit” that has been steadily building between the two countries in recent years. Though the “Phase One” agreement between the countries remains intact, it is very fragile and China is turning to a more domestic focus. The U.S.-China relationship, however, remains pivotal for the global economy, and in our mini-forum devoted to the topic, we began with a discussion of the relationship from China’s perspective.
Policy and Regulatory Commentary
U.S. presidential election outlook
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As the 2020 election season heats up and President Trump’s odds of winning continue to run cold, we believe it is important to understand the investment implications of a potential change in government versus the status quo. We have outlined the policy implications of the three most likely election outcomes: a Democratic sweep, a Biden presidency with a Republican Senate and a Trump presidency with a Republican Senate. This analysis assumes that Democrats hold the House, which we believe is highly likely.
Policy and Regulatory Commentary
Fed keeps its foot on the gas as the virus threatens the recovery
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Viewpoints from the July 2020 Fed Meeting. The Fed hints at a new policy framework.
Policy and Regulatory Commentary
Is this the new normal?
Pyrford International provide a snapshot of the UK economy as it inches closer to Brexit.