The items listed below represent potential emerging issues that our analysts are tracking. These can be long term or short term, but will be updated daily. If an item on our Watch List becomes critical, we will email you a full analysis explaining its significance.
Each Saturday, we will follow up our daily Watch List for each week with our conclusions on these issues.
U.S.-China: After Donald Trump won the U.S. presidential election, we began a broad analysis of the trade relationship between China and the United States. We examined whether China’s holding of U.S. debt is a significant lever China can use in the relationship. As the next subject of analysis, let’s thoroughly examine the issue of supply chains, particularly those involved in the making of electronics and other goods for which the U.S. currently depends on China. Let’s also look at the extent to which disruption in these supply chains would adversely affect U.S. companies and consumers relative to Chin