BA (US)

Below are the key takeaways from our conference call on this week’s Trump/Xi summit in Beijing. During the call, we touched on trade in general as well as the USMCA agreement. Our base case remains…

With President Trump in Asia and trade agreements expected between the U.S. and various countries, including at least a narrow deal with China, we held a conference call yesterday with trade expert Dr. Derek Scissors. …

With the House out of session until September 2 and the Senate scheduled to leave for its August recess at the end of this week, trade seems likely to continue to dominate the headlines as…