us tariffs

Latest news and analysis on us tariffs

Macro

What's next for US tariffs?

What has been announced?The U.S. Supreme Court ruled that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) are unconstitutional. In...
Seema Shah
Principal Asset Management
Fixed Income

The Fed’s tariff balancing Act - don’t get too ‘bullish’ on US rates in 2026

After rallying in 2025 there are important reasons for investors to be more cautious regarding US long bond rates going into 2026.
Clive Smith
Macro

Market update: A stalling US economy?

Near-term US economic and monetary policy expectations have shifted
Chris Iggo
BNP Paribas Asset Management
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