Click Here to Read the Full Version Executive Summary The Shanghai Cooperation Organisation (SCO) summit in Tianjin this week is more than a symbolic gathering. With China hosting Vladimir Putin…

Click Here to Read the Full Version Last week US markets swung between optimism and caution, as shifting policy expectations and renewed consumer discomfort made investors jittery. It was Federal…

Click Here to Read the Full Version Financial markets cheered Fed Chairman Jerome Powell’s speech at Jackson Hole last week. Powell, in carefully worded observations, acknowledged that ongoing labour market…

Click Here to Read the Full Version The story of the past week is familiar: markets are looking in the wrong direction to gauge the inflation risk. While CPI may…

Click Here to Read the Full Version Intro & Macro Markets are riding a sugar high of stronger economic growth and softer inflation, but that trajectory is about to change.…

Click Here to Read the Full Version Markets were blindsided last week – not by economic data, but by the unfolding drama. President Trump’s one-two punch of surprise tariff escalation…

Click Here to Read the Full Version Why Markets Keep Rising Despite All the Problems Despite all of the pressing problems at hand—political risk in Japan, war in Southeast Asia,…

Click here to read the full version. Markets remain broadly constructive, though stuck in a holding pattern as they await the next act in the tariff drama. The push-pull over…