Market reaction to new Trump tariffs On April 2, U.S. President Donald Trump announced a sweeping set of international tariffs: a universal 10% tariff effective April 5, and additional country-specific tariffs affecting roughly 60 nations from April 9. Markets...
Pessimism can be positive While it may seem counterintuitive, investors should take some comfort from the recent spike in uncertainty. Three professors from Stanford and Northwestern universities have developed an objective method to measure economic uncertainty,...
During the first quarter of this year, numerous international stock markets maintained robust performance. Despite lackluster economic indicators in various countries, such as New Zealand, the sustained enthusiasm surrounding AI technologies and anticipation of...
The conclusion of the year brought about notably positive outcomes, with the final quarter yielding strong returns across diverse asset classes, thereby enhancing the favorable performance of investment portfolios. Within this update, our primary article offers an...
Our Spring Newsletter Update covers the period from July to September 2023. Following a robust first half of the year, financial markets relinquished some of their gains during the third quarter, with a continued focus on inflation, interest rate expectations, and the...
In the current quarterly update, we delve into the following topics: As the global struggle against inflation intensifies, resulting in elevated interest rates, the economic panorama has grown notably intricate. Many regions are encountering a deceleration in growth,...
As the world moves towards post-Covid recovery, the focus is shifting towards combating inflation and ensuring economic resilience. Central banks are facing a delicate balancing act between addressing inflationary pressures while avoiding pushing their economies into...
