china

A Tariff Turnaround

Zachary Hill, CFA® May 14, 2025

Despite lower levies for now, uncertainty remains On Monday, the U.S. and China announced that

Weekly Market Recap | 05/12/2025

Zachary Hill, CFA® May 12, 2025

What Happened Last Week Markets Listless: Equity markets consolidated with notably lower volatility last week

Bloomberg: U.S.-China Tariff Truce Positive But Trump “Negotiates Against Himself”

James Abate May 12, 2025

Watch Now

BBC News: Worst week for US stocks since Covid crash as China hits back on tariffs

Mike Dickson, Ph.D. April 4, 2025

Schwab Network: Emerging Markets Opportunities After U.S./Ukraine Meeting

Scott Ladner March 3, 2025

Watch Now

Déjà Vu As International Stocks Score Big

Mike Dickson, Ph.D. February 26, 2025

The U.S. has been lagging Europe and China in recent months. It seems “America First”

What Could Tariffs Mean For Investors & Consumers?

Mike Dickson, Ph.D. February 5, 2025

New import taxes on China, while Mexico and Canada get a reprieve for now. The

Bloomberg: US-China Trade War Casts Shadow on Global Markets

Zachary Hill, CFA® February 5, 2025

Listen Now

Weekly Market Recap | 10/28/2024

Zachary Hill, CFA® October 28, 2024

What Happened Last Week Yields Pushed Higher: Talk of fiscal worries added to the existing

BNN Bloomberg: Current macro landscape in the U.S.

Scott Ladner October 8, 2024

Chief Investment Officer Scott Ladner joined BNN Bloomberg for a wide-ranging conversation on the post-COVID

China Takes Off

Mike Dickson, Ph.D. October 3, 2024

It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks

Bloomberg Radio: Middle East Worries

Scott Ladner October 2, 2024

How do you harness the resilience of the U.S. consumer? With steady wage gains and

Schwab Network: China’s Will-They-Won’t-They Stimulus Package

Scott Ladner October 2, 2024

During a recent conversation with Schwab Network, Chief Investment Officer Scott Ladner highlighted three key

Yahoo Finance: Why investors can’t adjust portfolios in ‘a meaningful way’

Scott Ladner October 2, 2024

With recent Chinese stimulus measures stirring excitement in the markets, it’s easy to get caught

BNN Bloomberg: The underleveraged U.S. consumer

Scott Ladner September 10, 2024

September holds its notorious history of challenging stocks. How could interest rate cuts affect the

Schwab: The “War and War Recovery” Cycle of the Markets

Scott Ladner September 4, 2024

Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab

CNBC: The story with NVIDIA is about the economy adopting AI

Scott Ladner August 29, 2024

Watch out above. Here comes revenue per employee. Chief Investment Officer Scott Ladner joins CNBC

Weekly Market Recap | 07/15/24

Zachary Hill, CFA® July 15, 2024

What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest

Weekly Market Recap | 07/08/24

Zachary Hill, CFA® July 8, 2024

What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs

Weekly Market Recap | 07/01/24

Zachary Hill, CFA® July 1, 2024

What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week;

Weekly Market Recap | 6/24/24

Zachary Hill, CFA® June 24, 2024

What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as

Weekly Market Recap | 6/10/24

Zachary Hill, CFA® June 10, 2024

What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults

Weekly Market Recap | 6/03/24

Zachary Hill, CFA® June 3, 2024

What happened last week Revenge of the Meme Traders: Small-caps outperformed large-caps on resurgent trading

Weekly Market Recap | 5/28/24

Zachary Hill, CFA® May 28, 2024

What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade

Weekly Market Recap | 5/20/24

Zachary Hill, CFA® May 20, 2024

What happened last week Price action: China led on a green week for global stocks,

Weekly Market Recap | 5/13/24

Zachary Hill, CFA® May 13, 2024

What happened last week Price action: The S&P 500 rose higher and through key technical

Weekly Market Recap | 5/06/24

Zachary Hill, CFA® May 6, 2024

What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner February 12, 2024

Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to

Bloomberg Radio: Is it Japan’s time to shine?

Scott Ladner January 25, 2024

Until bazooka-style fiscal government spending is announced, we don’t see China as an attractive investment.

Fox Business: You can’t invest in China, ‘the economy’s doomed’

Scott Ladner January 22, 2024

China would need massive fiscal spending to get out of its balance sheet recession

Does This Rally Have Legs?

Horizon Investments August 17, 2022

What a difference a couple of months can make. Since hitting its low point (closing

Scott Ladner joins Kristina Hooper after the closing bell on Yahoo Finance

Horizon Investments May 10, 2022

Scott Ladner joins Kristina Hooper after the closing bell yesterday on Yahoo Finance to discuss

Emerging Markets Are Surging – And Evolving

Scott Ladner February 23, 2021

Investors who are globally diversified may be seeing that pay off at the start of

CIO Scott Ladner discusses china in a DWS-sponsored interview

Horizon CIO Scott Ladner discusses China in a DWS webinar

Scott Ladner February 12, 2021

A common investor assumption is that bonds tend to go up in value when the

Weekly Market Recap | 05/12/2025

Zachary Hill, CFA® May 12, 2025

Bloomberg: U.S.-China Tariff Truce Positive But Trump “Negotiates Against Himself”

James Abate May 12, 2025

BBC News: Worst week for US stocks since Covid crash as China hits back on tariffs

Mike Dickson, Ph.D. April 4, 2025

Schwab Network: Emerging Markets Opportunities After U.S./Ukraine Meeting

Scott Ladner March 3, 2025

Déjà Vu As International Stocks Score Big

Mike Dickson, Ph.D. February 26, 2025

What Could Tariffs Mean For Investors & Consumers?

Mike Dickson, Ph.D. February 5, 2025

Bloomberg: US-China Trade War Casts Shadow on Global Markets

Zachary Hill, CFA® February 5, 2025

Weekly Market Recap | 10/28/2024

Zachary Hill, CFA® October 28, 2024

BNN Bloomberg: Current macro landscape in the U.S.

Scott Ladner October 8, 2024

China Takes Off

Mike Dickson, Ph.D. October 3, 2024

Bloomberg Radio: Middle East Worries

Scott Ladner October 2, 2024

Schwab Network: China’s Will-They-Won’t-They Stimulus Package

Scott Ladner October 2, 2024

Yahoo Finance: Why investors can’t adjust portfolios in ‘a meaningful way’

Scott Ladner October 2, 2024

BNN Bloomberg: The underleveraged U.S. consumer

Scott Ladner September 10, 2024

Schwab: The “War and War Recovery” Cycle of the Markets

Scott Ladner September 4, 2024

CNBC: The story with NVIDIA is about the economy adopting AI

Scott Ladner August 29, 2024

Weekly Market Recap | 07/15/24

Zachary Hill, CFA® July 15, 2024

Weekly Market Recap | 07/08/24

Zachary Hill, CFA® July 8, 2024

Weekly Market Recap | 07/01/24

Zachary Hill, CFA® July 1, 2024

Weekly Market Recap | 6/24/24

Zachary Hill, CFA® June 24, 2024

Weekly Market Recap | 6/10/24

Zachary Hill, CFA® June 10, 2024

Weekly Market Recap | 6/03/24

Zachary Hill, CFA® June 3, 2024

Weekly Market Recap | 5/28/24

Zachary Hill, CFA® May 28, 2024

Weekly Market Recap | 5/20/24

Zachary Hill, CFA® May 20, 2024

Weekly Market Recap | 5/13/24

Zachary Hill, CFA® May 13, 2024

Weekly Market Recap | 5/06/24

Zachary Hill, CFA® May 6, 2024

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner February 12, 2024

Bloomberg Radio: Is it Japan’s time to shine?

Scott Ladner January 25, 2024

Fox Business: You can’t invest in China, ‘the economy’s doomed’

Scott Ladner January 22, 2024

Does This Rally Have Legs?

Horizon Investments August 17, 2022

Scott Ladner joins Kristina Hooper after the closing bell on Yahoo Finance

Horizon Investments May 10, 2022

Emerging Markets Are Surging – And Evolving

Scott Ladner February 23, 2021

Horizon CIO Scott Ladner discusses China in a DWS webinar

Scott Ladner February 12, 2021

A Tariff Turnaround

Zachary Hill, CFA®

Despite lower levies for now, uncertainty remains On Monday, the U.S. and China announced that they will temporarily suspend the high import tariffs they imposed

Weekly Market Recap | 05/12/2025

Zachary Hill, CFA®

What Happened Last Week Markets Listless: Equity markets consolidated with notably lower volatility last week as investors digested the U.S.-UK trade framework and expectations for

Bloomberg: U.S.-China Tariff Truce Positive But Trump “Negotiates Against Himself”

James Abate

Watch Now

BBC News: Worst week for US stocks since Covid crash as China hits back on tariffs

Mike Dickson, Ph.D.

Schwab Network: Emerging Markets Opportunities After U.S./Ukraine Meeting

Scott Ladner

Watch Now

Déjà Vu As International Stocks Score Big

Mike Dickson, Ph.D.

The U.S. has been lagging Europe and China in recent months. It seems “America First” doesn’t apply to the financial markets these days, as several

What Could Tariffs Mean For Investors & Consumers?

Mike Dickson, Ph.D.

New import taxes on China, while Mexico and Canada get a reprieve for now. The trade war has started—albeit with a smaller opening shot than

Bloomberg: US-China Trade War Casts Shadow on Global Markets

Zachary Hill, CFA®

Listen Now

Weekly Market Recap | 10/28/2024

Zachary Hill, CFA®

What Happened Last Week Yields Pushed Higher: Talk of fiscal worries added to the existing upside momentum for U.S. yields. Stocks Sold Off: Global equities

BNN Bloomberg: Current macro landscape in the U.S.

Scott Ladner

Chief Investment Officer Scott Ladner joined BNN Bloomberg for a wide-ranging conversation on the post-COVID economic landscape, the growing significance of AI, and the potential

China Takes Off

Mike Dickson, Ph.D.

It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks broke out of their doldrums last week following the announcement

Bloomberg Radio: Middle East Worries

Scott Ladner

How do you harness the resilience of the U.S. consumer? With steady wage gains and relatively low debt levels, consumer spending remains a key factor

Schwab Network: China’s Will-They-Won’t-They Stimulus Package

Scott Ladner

During a recent conversation with Schwab Network, Chief Investment Officer Scott Ladner highlighted three key sectors to watch in the months ahead: Technology (boosted by

Yahoo Finance: Why investors can’t adjust portfolios in ‘a meaningful way’

Scott Ladner

With recent Chinese stimulus measures stirring excitement in the markets, it’s easy to get caught up in the buzz. However, as Scott Ladner, our Chief

BNN Bloomberg: The underleveraged U.S. consumer

Scott Ladner

September holds its notorious history of challenging stocks. How could interest rate cuts affect the market’s response? Chief Investment Officer Scott Ladner joins BNN Bloomberg

Schwab: The “War and War Recovery” Cycle of the Markets

Scott Ladner

Despite Nvida’s recent slump, the market kept moving. Chief Investment Officer Scott Ladner joins Schwab Network to discuss a shift in focus to the broadening

CNBC: The story with NVIDIA is about the economy adopting AI

Scott Ladner

Watch out above. Here comes revenue per employee. Chief Investment Officer Scott Ladner joins CNBC to discuss how the adoption of AI moves the market.

Weekly Market Recap | 07/15/24

Zachary Hill, CFA®

What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest rates; September rate cut now the base case. Equity Markets

Weekly Market Recap | 07/08/24

Zachary Hill, CFA®

What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs as small-caps and large-cap value decline. Softening Economic Data: Unemployment

Weekly Market Recap | 07/01/24

Zachary Hill, CFA®

What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week; small caps and internationals led U.S. mega-cap technology. U.S. Debate:

Weekly Market Recap | 6/24/24

Zachary Hill, CFA®

What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as small-caps led mega-cap tech; quarter/month-end and specific product rebalancing flows

Weekly Market Recap | 6/10/24

Zachary Hill, CFA®

What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults U.S. large caps to fresh all-time highs. Strong Payrolls Data:

Weekly Market Recap | 6/03/24

Zachary Hill, CFA®

What happened last week Revenge of the Meme Traders: Small-caps outperformed large-caps on resurgent trading in “meme-stocks.” Slightly Softer U.S. Data: 1Q U.S. GDP was

Weekly Market Recap | 5/28/24

Zachary Hill, CFA®

What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade and propelled mega-cap tech to fresh all-time highs. Hawkish Fedspeak:

Weekly Market Recap | 5/20/24

Zachary Hill, CFA®

What happened last week Price action: China led on a green week for global stocks, ratcheting higher as Chinese policy support continues to improve the

Weekly Market Recap | 5/13/24

Zachary Hill, CFA®

What happened last week Price action: The S&P 500 rose higher and through key technical levels, recovering the majority of April’s losses. Interest Rates: Ahead

Weekly Market Recap | 5/06/24

Zachary Hill, CFA®

What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally in US equities. Jobs report: The labor market remains strong

Fox: US economy riding on ‘strong tailwind’ of GDP growth

Scott Ladner

Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to invest? Chief Investment Officer

Bloomberg Radio: Is it Japan’s time to shine?

Scott Ladner

Until bazooka-style fiscal government spending is announced, we don’t see China as an attractive investment. Chief Investment Officer Scott Ladner joins Bloomberg Radio to discuss

Fox Business: You can’t invest in China, ‘the economy’s doomed’

Scott Ladner

China would need massive fiscal spending to get out of its balance sheet recession and become a wise investment. Chief Investment Officer Scott Ladner

Does This Rally Have Legs?

Horizon Investments

What a difference a couple of months can make. Since hitting its low point (closing price) for the year on June 16, the S&P 500

Scott Ladner joins Kristina Hooper after the closing bell on Yahoo Finance

Horizon Investments

Scott Ladner joins Kristina Hooper after the closing bell yesterday on Yahoo Finance to discuss economic uncertainties behind China’s supply chain and COVID lockdowns, outlook

Emerging Markets Are Surging – And Evolving

Scott Ladner

Investors who are globally diversified may be seeing that pay off at the start of 2021. Emerging market (EM) stocks are ripping, up 8.2% year

Horizon CIO Scott Ladner discusses China in a DWS webinar

Scott Ladner

A common investor assumption is that bonds tend to go up in value when the stock market is sliding. That’s been true during the bond

china

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