A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.
Historically the United States dollar strengthens when U.S. Treasury yields rise. But the reverse happened in April after the White House announced widespread tariffs.
Recession risk remains elevated, likely only receding with a fuller "pivot" in tariff-related uncertainty. While every recession is unique, history can provide a guide.
Theoretical forecasts and earnings announcements may provide initial insights as to the impact of current tariff proposals, although estimates may be imprecise.
Markets were rattled by tariff announcements in early April. Here are three takeaways for investors considering preferred securities, investment-grade and high-yield corporate bonds.
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Tariffs: Q1 Impacts and Q2 Negotiations
Is Confidence Eroding in U.S. Investability? (With Dario Perkins)
Why Is the U.S. Dollar Declining?
Dominoes: Recessions' History Guide
The State of Rates and the Bond Market During Uncertainty
China Trade War: A Fight With No Winners
Early Impacts of the Trade War
Weathering Market Volatility: Can Dividends Help?
Market Volatility and Corporate Bonds: 3 Takeaways