Liberation day arrived for the US economy on the 2nd of April 2025 proclaimed US President Trump from his Rose Garden address at the White House. When his administration applied reciprocal tariffs on multiple trading partners. Tariffs were always a key policy tool for his second term. However, commentors questioned what benefits would arise from […]
Trump Tariffs, AI Hype and Bond Market Realities Read More »
The summer months of 2024 have proved eventful with early general elections in the UK where the Labour party won a large majority on a third of the vote. In France too, a left-wing coalition gained seats in the Assembly Nationale over incumbent President Macron’s centrist UMP. Iran held a presidential election, after the untimely
Summertime Freneticism Read More »
The US economy continues to be in good health, by virtue of a growing GDP and buoyant consumer demand even after recent interest rate increases. The debate of when and how quickly the Federal Reserve will cut them continues. Its tricky dual mandate of maintaining inflation at circa two percent and full employment provides sufficient
A Tale of Two of Cities: The City of London’s and New York’s Financial Markets. Read More »
October 2023’s ‘Higher for Longer: A Cure and a Curse’ blog requires an update to how much longer will central bankers hold interest rates at their current levels before rate cutting begins- for instance, the European Central Bank is expected to start in June. Central Bankers and their economic advisors, along with media pundits, are
Higher for How Much Longer and Steady the Shipping? Read More »
Global Investors, large and small, are grappling with the timely dilemma of when will central banks begin to cut base interest rates from their current levels in combating inflation from the post-pandemic supply shock issues, increase levels of government borrowing, and recent wage demands, especially in countries such as the UK? The Bank of England
Higher For Longer: A Cure and a Curse Read More »
