Faced with The Donald Trump-triggered tariff war in recent weeks, China has become more focused on stabilizing domestic demand even if it has not been panicked ... Read More»
Money markets are still looking for another rate hike in Japan, but rate hike expectations have declined significantly of late given the growing fears of a US d... Read More»
The base case here remains that US stock market capitalisation, relative to world stock market capitalisation, made an all-time peak at the end of last year ami... Read More»
The attention continues to shift from DOGE to the tariff threat and deteriorating US economic data.
It is worth listing a few of the negative data points aga... Read More»
Debt Brake, What Debt Brake
These are historic times in global politics and economics.
Take Europe, for example.
The US decision to hold talks directly w... Read More»
With the US stock market’s dramatic decline in recent days triggered by the 2 April tariff announcement, the base case remains that the Federal Reserve will fud... Read More»
The Federal Reserve has remained on pause at last week’s FOMC meeting as regards interest rates which is only to be expected.
That said, the base case is tha... Read More»
As financial markets bet about the policies of the Trump administration, be it DOGE spending cuts or threatened tariffs, it is worth highlighting again the dram... Read More»
The most interesting, and to most people doubtless the most surprising, part of Donald Trump’s inauguration speech back in January was his statement that he wil... Read More»