Click Here to Read the Full Version Global Growth on Track… In the absence of hard US economic data, conviction about global economic growth remains elusive. Yet, as we noted…
Click Here to Read the Full Version Last week, the geopolitical spotlight shifted decisively towards Asia, where President Trump’s political travails have proved to be challenging. Tariffs and counter tariffs…
Click Here to Read the Full Version While US headline inflation came in below expectations, helping soothe sentiments, President Trump’s tariff interventions continue to carry an inflationary bias. US inflation…
Click Here to Read the Full Version For some time now, we have been pointing out that complacency has been creeping into the markets. Friday’s flash market crash significantly disrupted…
Click Here to Read the Full Version As a new quarter begins, investors will naturally be looking for fresh themes to chase. We, however, see greater merit in revisiting the…
Click Here to Read the Full Version Economic data is confounding economists. Growth has been stronger than expected and US inflation has yet to emerge on the scale that has…
Click Here to Read the Full Version As the market had been expecting, the Fed cut interest rates by 25bps last week, but rarely have we seen so many theories…
Markets may still be performing well, but the narrow concentration in technology stocks reveals a soft underbelly to the current bull run. For the rally to sustain, rate cuts will…
