2024 in review: What could go wrong (or right) in 2025?
Where do we see the investment challenges for 2025?
Where do we see the investment challenges for 2025?
Inflation remains stickier than expected.
China starts retaliatory measures before Trump’s inauguration.
US equities at record highs, dollar stabilises, and yields fall.
As Bitcoin hits the $100,000 mark, an amount that many in the global investment community never thought would happen, it’s time to look back at how one of the most unusual of assets got to this point and why, given that it is not a traditional currency or asset in any way.
November Review: the MAGA 2.0 rally.
A feast for markets as a strong US economy continues to produce growth.
Economic and US Treasury Market Review.
Dollar rises, US yields fall and US stocks decline.
“And that's going to be the end of Michigan… If I am going to be President of the country, I’ll put a 100%, 200%, 2,000% tariff..."
Dollar rises, US yields rise and stocks momentum moderates.
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