• COVID provides a good template for discerning market reaction to trouble on the horizon• A true market reaction will likely have to wait for hard economic data•…
Investors find themselves navigating a period of uncertainty, particularly as they await greater clarity on tariffs, with the US-China negotiations remaining a focal point. While the concerns are warranted, patience…
Since the presidential inauguration in January, markets have largely been reactive to policy announcements and the varied responses triggered by continuous updates from the White House. Even as global markets…
How Trump’s Trade Disruption Is Forcing a Global Economic ResetPresident Trump’s recent policy onslaught—particularly the flipflops on tariffs—has drawn sharp criticism from economists and market participants alike. The chaos inflicted…
Due to the breadth of issues in the markets at present, we are sending out two weeklies this week, the first on the immediate challenges and the second on the…
We are sure many readers are still trying to make sense of last week’s events—but, in our view, the events lacked any logic. What there indeed was, however, was an…
The world is watching with bated breath as US President Donald Trump prepares to unveil what he calls “Liberation Day”—a sweeping package of new tariffs aimed at “reshaping America’s trade…
We observed a subtle shift in market dynamics last week, with some rotation away from recent high-flying markets and investors exhibiting cautious optimism. The S&P 500 edged up 0.5% on…
