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…
Despite yet more noise from the U.S. administration over the weekend around the timing and scale of tariffs- very little has actually been agreed. Meanwhile, the global economy and markets…
After the last few weeks of euphoria, which saw asset markets notching up handsome gains, investors were faced with a bit of a wake-up call last week. A stronger-than-expected labour market…
The past few weeks have seen growing confidence priced into financial markets regarding forthcoming rate cuts by the U.S. Federal Reserve. This optimism stems from two core drivers: first, the…
