Hans Parisis



Sep 21, 2018
Now, while U.S. consumers may have found it easier to evade the earlier tariffs or taxes they have been burdened with, they will find these tariffs (or taxes) harder to avoid as the range of products covered widens and widens. 


Sep 20, 2018
We are no longer in a low-interest rate world and investors have alternative investments earning positive returns where they can put their money if they are uncertain about the sustainability of any country’s policy path.


Sep 19, 2018
The tariffs (or taxes) will not hit the consumer before the midterm elections. Even on finished consumer goods it takes 3 to 4 months to work through, and on intermediate goods, it would take potentially longer for the tariff-effects or tax-effects to be felt.


Sep 18, 2018
The latest levies also include more manufacturing inputs and boost the risk that businesses will become warier about investment and hiring, which along with lower taxes has been a pillar of support for household consumption in 2018.


Sep 17, 2018
I personally would remain on the sidelines for Chinese stocks and overall Asian equities until we’ll get a clearer picture about the question whether the actual high trade tensions between the U.S. and China turn into a trade war.


Sep 14, 2018
I personally think it is still too early to step back in into emerging markets overall.


Sep 13, 2018
The Wall Street Journal reported that Treasury Secretary Steven Mnuchin has invited China for a fresh round of trade talks trying to avoid have to burden U.S. consumers with ever more tariffs or higher taxes.


Sep 12, 2018
So far, taxing consumers with tariffs who want to buy things partially made abroad has been fairly modest. However, the speed and the extent to which the existing tariffs have been and will be passed on do matter.

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