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Can China Reduce Its Trade Deficit with the US?
In discussing the steps that China has agreed to take to help reduce its trade deficit with the United States, Steve Mnuchin said there was “a very good framework agreement.”
What to Make of Another Uptick in Consumer Expectations
The Conference Board LEI constructed from the March data signals no immediate risks to the US economy (MDY).
Assessing the Paradigm Shift in the Fiscal Policy
Fiscal policy has turned more expansionary, with stress on fiscal spending and monetary easing, thereby flooding the financial markets worldwide with huge liquidity.
Why Markets Are Likely to Remain Volatile in the Near Term
We have yet to see much stabilization in the global economic data, which could lead to volatile markets.
Are Global Equity Markets Reasonably Valued after Sell-Off?
The recent correction in the global (SCZ) equity markets makes valuations very attractive.