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…
Disappointing economic data out of the US of late has set alarm bells ringing that a recession could be just round the corner. To add to the woes, the Atlanta…
President Trump’s unrelenting stance on tariffs, coupled with deeper cuts to government spending (chainsaw-inspired, as Elon Musk perhaps would prefer), is causing significant disruptions to the US economy. The resulting…
As we reflect on last week’s US market performance, just one word comes to mind: complacency. Despite disappointing inflation data, both bonds and equities managed positive returns on the week,…
