Effect of the Trade War on U.S. Real GDP Growth

Effect of the Trade War on U.S. Real GDP Growth Assuming no futher escalation, the trade war drag on real GDP growth is expected to gradually fade over the year. Image: Goldman Sachs Global Investment Research

U.S. Corporate CCC-Rated Bonds Diverge During Trade War

U.S. Corporate CCC-Rated Bonds Diverge During Trade War As the chart suggests, CCC-rated bonds are not the canary in the coal mine. The divergence in option-adjusted spreads between CCCs and higher-rated issues reflects the impact of the US-China trade war. Image: Arbor Research & Trading LLC

Trade War – S&P 500 Peaks and U.S. Trade Policy

Trade War – S&P 500 Peaks and U.S. Trade Policy What is the likelihood of a trade deal between the U.S. and China? Past market peaks have been followed by major trade escalations. Image: Deutsche Bank Asset Allocation

Trade War: Winners and Losers

Trade War: Winners and Losers Chart showing the biggest winners and losers of imports to the U.S. in the past year. Image: Macrobond

The Trade War Cycle

The Trade War Cycle The following picture helps to understand Trump’s trade war tactics. Image: StockCats

US-China Trade War and Past Major Trade Conflicts

US-China Trade War and Past Major Trade Conflicts In the past, tariffs were in place for long periods of time. The US-China trade war is hitting global growth, by his importance, size and scope. Image: Goldman Sachs Global Investment Research