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…
Are We Getting Used to the Noise? – Sort of Markets adjust to any uncertainty over time. When President Trump took office in January, expectations ran high that his second…
The Illogical US Economic Policymaking We remain deeply sceptical of commentators who attempt to impose logic on what is, quite frankly, illogical economic policy making in the US. According to…
