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Donald Trump Wants a Tax Hike?
DONALD TRUMP GOT THE ROUGH OUTLINES of a trade deal with the United Kingdom — but in Washington there was shock over Donald Trump’s latest head-scratcher.
AGF Management Limited
Jun 271 min read


The Fed Is in a ‘Good Place’ – But for How Long?
The Federal Reserve left interest rates on hold as widely expected. The main takeaway from the statement and press conference was uncertainty: Fed Chair Jerome Powell repeatedly emphasized the unclear economic outlook.
PIMCO
May 231 min read


Challenges to Fed Independence
Although President Trump has said he has no intention of firing Fed Chair Powell, the Trump administration may be testing the laws underpinning Fed independence.
PIMCO
May 91 min read


How Effectively Can the U.S. Economy Untether From China?
The outlook for U.S. growth and inflation hinges on the ability of U.S. supply chains to pivot out of China fairly quickly, a process that won’t be seamless.
PIMCO
May 71 min read


Overall U.S. Tariff Level Still High Despite Exemptions
The president has signaled some flexibility on tariffs but remains committed to his broader trade policy agenda.
PIMCO
May 51 min read


What The Collapse of Two U.S. Banks Could Mean for Markets
Collapse of two U.S. banks could trigger a liquidity crisis, loss of confidence in banking system & potential fall in financial markets.
AGF Management Limited
Mar 29, 20231 min read
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