SeekingAlpha

The impact of the new duties on individual supply chains can be calculated from the share of imports by country and the new duty rates applied.

SeekingAlpha

The costs of rising tariffs are likely to far exceed the benefits, especially if other countries retaliate by increasing their tariffs on US exports.

SeekingAlpha

The Trade War Trapdoor

SeekingAlpha

U.S. stocks underperformed in the first quarter of 2025, hit by a double whammy from intensifying policy uncertainty and a U-turn in select mega-cap stocks.

SeekingAlpha

Impact effect? Risk-off and lower Treasury yields. No break of prior ranges on market rates but it smells like they want to go lower ahead. It feels like this could unravel further negative.

SeekingAlpha

Seventy days into the new U.S. administration, we are beginning to accrue enough hard data to correct or confirm the pessimism of recent soft data.

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ILF: Low Valuations, But Too Much Risk At A Rather Pessimistic Outlook

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Two longtime headwinds may be turning into tailwinds for emerging market stocks: The Chinese economy and the US dollar. Read more here.

SeekingAlpha

US equities are up 3.2% YTD via SPY, which is a solid gain for such an early point in the year, but when measured in context with a number of foreign funds, it’s modest. Read more here.

SeekingAlpha

The world’s products are exchanged as never before, and with increasing transportation facilities come increasing knowledge and larger trade. Read more here.

SeekingAlpha

Latin America’s aggregate growth will slightly accelerate in 2025, but this overshadows slower growth across most countries. Read more here.

SeekingAlpha

Public debt in Latin America’s major economies is on pace to average 55 percent of gross domestic product this year.