Best Blogs of the Week #261
Quality posts from the last two weeks, led by a captivating post on trade wars.
Aberdeen – Week in review: The return of inflation – Inflation is back. Figures released this week on both sides of the Atlantic painted a picture of rising prices – and the possibility of an end to the days of ultra-low price increases. The UK’s consumer prices index was 1.8% in January – its highest level since June 2014.
BlackRock – Will tax reform hurt tax-exempt bonds? – By our estimates, the market might need to offer some 15 basis points (front end) to 50 basis points (long end) in higher yield to compensate for the reduced tax benefit.
William Blair – Trade Wars: Is Trump Bluffing? – The key is he put a lot of things forward. It creates uncertainty for trade and we don’t know how far he’ll push the actual negotiations, especially with respect to China. This uncertainty will need to be considered when building a portfolio.
