The Chart Room

Kyla Scanlon, Economist, content creator and influencer discusses the market’s volatile reaction to a fake headline about paused tariffs, highlighting investor desperation for relief from trade tensions. It examines the broader economic fallout, including rising bond yields (possibly due to foreign Treasury sell-offs) and the breakdown of traditional market safeguards. The piece critiques the administration’s push for tariffs, arguing they won’t revive 1950s-style manufacturing jobs due to automation and global supply chains, while also risking U.S. economic leadership by undermining trust in the dollar and trade alliances. China’s retaliatory measures and resilience further complicate the situation. The author suggests smarter policies—like targeted trade enforcement and tech investment—instead of broad tariffs, warning that the current path could fragment global trade, weaken the U.S. position, and hurt consumers. For investors, the advice is to stay diversified, avoid panic selling, and prepare for prolonged uncertainty. Ultimately, the article frames tariffs as a misguided solution that could erode America’s long-term economic advantages.

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Morgan Housel, a NYT bestselling author, argues that tariffs are economically harmful, raising consumer prices and reducing competitiveness, despite their political appeal. He explains that while manufacturing jobs have declined, the primary cause is automation—not offshoring—and that even if production returns to the U.S., employment levels won’t match the past due to technological advancements. Housel contextualizes America’s mid-20th-century manufacturing dominance as a unique post-WWII phenomenon, eroded by global competition and automation. He acknowledges the frustration of displaced workers but warns against protectionism, advocating instead for free trade and specialization. Regarding the recent market decline tied to tariff news, he advises long-term investing discipline, emphasizing that crises eventually resolve through counterforces, and maintains rational optimism about the future despite short-term turmoil.

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Pax World Funds recently released its Sustainability & Impact Profile Report.
The Company stated in the release of this report (May 2021) that the document will help “..provide evidence of the Fund’s measurable, positive impact.”
 
 

Jeremy Grantham, co-founder of Boston-based asset management company GMO, LLC, offers his insight on fiscal reforms that could benefit the U.S. economy and help reshape the global marketplace.

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This recent blog published in Investment Adventures in Emerging Markets looks at the economic trends in various countries around the world.

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Some countries in Europe are starting to plan for life post-lockdown.  This recent article in Reuters by Stine Jacobsen and Nikolaj Skysgaard  looks at the considerations being made by the Danish government to possibly start easing restrictions after Easter.

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Looking towards history for context, this article from Seeking Alpha looks at the last great pandemic, the Spanish Flu of 1918.

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As the health emergency of Covid-19 develops, Aaron Brown of Bloomberg.com looks at how this illness and its impact on the world economy could effect investment portfolios.

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Personal Finance Editor for MarketWatch, QuentinFottrell, looks at the Coronavirus epidemic in comparison to other historic pandemics.

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Writing for Investment Adventures in Emerging Markets, Manraj Sekhon CFA, chief investment officer for Franklin Templeton Emerging Markets Equity, offers predictions for Emerging Markets in 2020.

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