26 Jun TRADE TENSIONS PLAYBOOK
Escalating trade tensions have made for a difficult investing environment.
This is not news to anyone at this point. But investors’ angst was ratcheted higher
last week after the Trump administration played its next card — announcing tariffs on
an additional $200 billion in Chinese goods — sooner than many expected. Certainly
the stock market expressed displeasure, though the 0.9% drop in the S&P 500 for
the week still leaves the index with a respectable 4% total return this year. Here we
provide our playbook for trade tensions. For additional insights on the subject, see
today’s Weekly Economic Commentary.
View the full weekly market commentary here.
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