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There are 4 item(s) tagged with the keyword "United States".

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What should investors make of US tariffs?: President Trump has announced far higher tariffs across all trading partners than markets expected. What’s next for the US economy and markets?; Tags: LGIM, Growth, Asset allocation, US Dollar, United States, Market movement, Inflation

Deglobalisation is just getting started: The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation.; Tags: LGIM, Asset allocation, United States, Productivity, Politics, Election, China, Asia, Central banks

US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?: First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic lustre is fading. Looking to next year, however, the red-hot US labour market could threaten earnings – making it all the more important to turn to a broad set of data points to build a picture of what to expect.; Tags: LGIM, United States, Equities

How sensitive is the US to higher rates?: The surprise for markets may be less around the timing of the Fed’s lift-off, and more the magnitude of rate hikes required to cool a potentially overheating economy.; Tags: LGIM, LGIM blog, United States, interest rates, inflation

Displaying: 1 - 4 of 4