The beginning of 2025 witnessed a complex geopolitical scenario in Europe, with the most prominent events expected to impact financial markets. The intersection of political instability, economic...
For Part 1 on “Tariff Risk” read: Tariff Impact Not As Bearish As Predicted. In “Trumpflation” we discussed why the tariff risk was not inflation. To wit: “Today, globalization and technology give...
Stocks in anticipation mode as gold retreats from new highs. Euro on the back foot despite positive PMI survey numbers. German election could result in a risk-off reaction on Monday. Yen suffers...
This article explores what is driving the alcohol industry's downturn and where the industry is headed. Introduction Every new year, millions of people commit to giving up various indulgences, such...
During US President Donald Trump’s first term in the White House (January 2017 through January 2021), there were a range of economic and financially divisive policies pursued that meaningfully...
Dollar rebounds ahead of FOMC meeting minutes. RBNZ cuts rates by 50bps, signals slower easing pace. Yen gains on more BoJ hawkish rhetoric, UK inflation accelerates. S&P 500 enters uncharted...
Why the latest UK inflation figures are better for the Bank of England than they look at first glance Let’s start with the bad news: UK headline inflation is back at 3%, up from 2.5%, after briefly...
The Problem With Money is that it's complicated. To many minds, the solution to our core economic problems is to return to sound money via either the gold standard, in which gold backs all currency,...
You need to become very familiar with inflation resurgence risk very soon Something very interesting is happening in the macro world right now. Central Banks have undertaken a mass-migration from...
There have been recent developments in the real estate sector guiding investors to become fearful of investing in stocks related to the space. However, not all stocks may be exposed to this level of...