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 »
Part One of this blog series discussed whether the commencement of the 2nd Trump Administration would alter the political will and allegiances of highly educated professionals and the techno-managerial class- Will they remain under the influence of a left-leaning ideology prevalent in recent decades or yield to the new administration’s political manifesto to retain their
This part of the blog series on the political ascendancy of the professional and managerial classes (PMC) shall comment on the return of Donald Trump as 47th President of the USA and the reaction to the result, and future challenges ahead. Introduction It shall refer to the politically influential left leaning (or liberal in US
Worrying Times for the Old Global Order as Trump Returns? – Part 1 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 »
Please read the first part of the blog here. It seems that from older cultural perspective old habits persist for reasons of cultural belonging and a sense of home. While with the expression of group identity via social media or the achievement of a university degree where not only individual grades but the institutes place
So, Who Do you Think You Are? – Part two Read More »
The half-forgotten yet still familiar habits and customs that maintain a social-class system beyond its original state and why those habits and social customs provided people with a sense of belonging and common cause in the country and the social hierarchy where they live. A Brief History: Cultural sensibilities and affiliations arise and deepen through
So, Who Do you Think You Are? 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 »
Despite economic concerns over issues such as inflation and rising interest rates, geo-political tensions and hostilities, the world’s largest economy has just had its gross domestic product growth revised up to 5.2% for period from July to September 2023, according to the Daily FX website. The Financial Times (2023) initially reported the story at the
That’s Resilience for You: US Q3 GDP Growth Revised Up from 4.9% to 5.2% 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 »
