
April Review: As good as it gets?
President Trump's second term has seen an unexpected depreciation of the US dollar, defying the often-anticipated correlation with rising US interest rates.
President Trump's second term has seen an unexpected depreciation of the US dollar, defying the often-anticipated correlation with rising US interest rates.
Economic and US Treasury Market Review.
Trump Administration continues its swift retreat from aggressive tariffs.
The catalyst for a dramatic regime shift in global trade came on ‘Liberation Day’ on 2nd April when US President Donald Trump signed an executive order enacting reciprocal tariffs on US trade partners.
Uncertainty over Trump’s inconsistent strategy continues to rock markets.
Fed says tariffs puts its inflation and employment goals at risk.
President Trump reverses tariffs on non-retaliatory countries as Chinese trade war intensifies.
We look at what has happened in the world of global economics and finance over Q1 2025 and what risks and events may affect markets in Q2 2025.
Investors and, more importantly, central bank officials have adopted a wait-and-see approach to the mercurial announcements of potential US tariffs on imports.
Economic and US Treasury Market Review.
Tariff threats and confusion, a European defence splurge, and a gold surge.