2024 in review: What could go wrong (or right) in 2025?
Where do we see the investment challenges for 2025?
Will ‘slower for longer’ be the Fed’s theme for 2025?
Inflation remains stickier than expected.
Has a new world (trade) war already started?
China starts retaliatory measures before Trump’s inauguration.
Are investors getting mixed messages?
US equities at record highs, dollar stabilises, and yields fall.
Equity Monthly Review November 2024
November Review: the MAGA 2.0 rally.
Will investors continue to fill up on equities?
A feast for markets as a strong US economy continues to produce growth.
Fixed Income Briefing November 2024
Economic and US Treasury Market Review.
How will US tariffs affect the European financial system?
Dollar rises, US yields fall and US stocks decline.
Autos: the future can’t arrive fast enough
“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..."
How far can the post-election rally last?
Dollar rises, US yields rise and stocks momentum moderates.
As Bitcoin hits new heights, will ETFs follow?
The cryptoverse has experienced an explosion following the election of crypto-supporter Donald Trump to the US presidency.
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