Trade Tensions ReturnPresident Trump’s proposed 50% tariffs on all imports from the EU announced in a seeming fit of pique about the alleged “tardy” pace of negotiations have reignited fears…
With a lot of reading behind us and post-participation in several forums over recent weeks, what stands out is the sheer diversity of views in the market today. While we…
• 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…
