Reshma Kapadia

1 week ago | barrons.com | Reshma Kapadia

A wave of earnings warnings in recent days illustrates the potential damage to publicly held American companies from Trump administration tariffs. But for many small businesses, the outlook is much more dire. Small businesses are in survival mode—often without the cushion and resources of bigger companies to navigate a rapidly changing global trading system. Chris Pence, co-founder of tableware maker Haand, started the year upbeat.

1 week ago | barrons.com | Reshma Kapadia

Now that a meeting between U.S. and Chinese officials is on the calendar for this weekend, the focus turns to whether discussions will result in enough of a de-escalation that it restarts trade between the two economies or if investors will need to wait for more meetings.

1 week ago | barrons.com | Reshma Kapadia

The sharp moves higher in the Taiwanese dollar and other Asian currencies against the U.S. dollar in the past couple of days are giving global investors flashbacks of the late 1990s Asian currency crisis, adding to concerns that investors are rethinking their appetite for U.S. assets.

1 week ago | barrons.com | Reshma Kapadia

Just as the market’s patience wore thin with a second day of losses, the U.S. said Treasury Secretary Scott Bessent and U.S. Trade Representative Jamieson Greer are slated to meet with Chinese officials for the first time since a trade war began between the two countries. U.S. and Chinese officials are headed to the negotiating table in Switzerland to de-escalate a situation that had shut down trade between the two countries.

1 week ago | barrons.com | Reshma Kapadia

Jens Nordvig, founder of macroeconomic research and consulting shop Exante Data, is concerned about the recent strange behavior in U.S. assets and currency markets. This isn’t a short-term phenomenon, he says, but the beginnings of a strategic shift among global investors that could lead to the unwinding of the flood of money that has poured into U.S. assets over the past decade. He should know. Nordvig’s doctorate research focused on the late 1990s Asian financial crisis.