Fullerton Insights

Implications of “Reciprocal Tariffs” on Asian Fixed Income

“Reciprocal Tariffs” may accelerate policy easing in Asia. Asian credit fundamentals remain relatively healthy. Domestically-oriented areas may be preferred.
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Trump tariff shocker – What’s next?

Trump's "Retaliatory Tariffs" sparks risk-off. A re-shape in global trade relations is underway, that will give rise to relative winners and losers.
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US political distrust weakens risk-taking

Risk-off mode with tariffs coming into effect amid strained alliances.
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Impact from Trump 2.0 tariffs

The US tariffs could be a negotiation tool for concessions. We don't expect this to be US Inflationary, and see divergent winners and losers ahead.
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A ‘3E’ Environment: Excess returns from Exceptionalism, Evolution, and Liquidity

"Exceptionalism” drives earnings growth. China's evolving policy response and strong US liquidity are other supportive factors for risk assets.
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