It appears that the US is entering the slowdown phase of the economic cycle. But what might that mean for returns across asset classes? And can a recession be avoided?
We examine some of the potential consequences for markets when the Fed removes the punchbowl of QE. Will it be as boring a process as Janet Yellen hopes?
We look at the challenge and importance of emphasising capital preservation over capital growth as market risks build.
If President Trump succeeds in eliminating the US trade deficit it would be positive for US growth, but could have concerning consequences for the global economy.