Macro Insights Q2 2025: Tariffs, Sentiment, Politics & More (Fisher Investments)
Despite recent volatility and negative sentiment fueled by tariffs, Fisher Investments expect the global economic…
Stocks and Sectors Outlook
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Tariffs, Politics, Inflation – What Matters and What Doesn’t (Fisher Investments)
For global equities, Q1 was a tale of two halves, capped by early April’s sharp selloff over President Donald…
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Alignment or Misalignment? U.S. and EU High-Tech Trade and Sanctions Policies toward China (PIIE)
Increased competition from Chinese imports in Europe, especially in the automotive sector, could in turn trigger a…
Which Companies Are ahead in Frontier Innovation on Critical Technologies? (Bruegel)
In this paper, we study who is engaging in frontier innovation in AI, semiconductors and quantum computing in…
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