The level of transaction activity may be a sign that business recession fears are receding.
Protectionism is not an effective response to the rise of China, the WTO said unsurprisingly.
Yet cash exposures are still at historic lows, the firm said.
Ignoring climate change for "business as usual" could cost investors in the kong run.
Rounds of top-negotiator talks lately have been followed by tariff escalation, not by an easing in tensions.
David Woo believes that President Trump will push for a deal to shore up his chances of re-election.
The two banks pull down yield forecasts, anticipating the China trade war hit and the dovish shift by central banks.
If Jerome Powell is right, U.S. Treasurys may be particularly vulnerable to a selloff.
Vanguard plans a 0.2 percent to 0.5 percent allocation to China bonds.
Interest rates always matter, but investors will also watch the unwinding of the Fed’s bond portfolio.
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