Are We Getting Used to the Noise? – Sort of Markets adjust to any uncertainty over time. When President Trump took office in January, expectations ran high that his second…

The Illogical US Economic Policymaking We remain deeply sceptical of commentators who attempt to impose logic on what is, quite frankly, illogical economic policy making in the US. According to…

Disappointing economic data out of the US of late has set alarm bells ringing that a recession could be just round the corner. To add to the woes, the Atlanta…

President Trump’s unrelenting stance on tariffs, coupled with deeper cuts to government spending (chainsaw-inspired, as Elon Musk perhaps would prefer), is causing significant disruptions to the US economy. The resulting…

As we reflect on last week’s US market performance, just one word comes to mind: complacency. Despite disappointing inflation data, both bonds and equities managed positive returns on the week,…

Market Sentiment Shifts as Trump Returns to Office Market sentiment was largely optimistic when President Trump assumed office in January. In particular, analysts pointed to the potential for stronger economic…

It was perhaps a foregone conclusion that President Trump would turn to tariffs as a tool to address seemingly unrelated issues such as immigration and the fentanyl crisis. His decision…

The first week of Donald Trump’s new presidential term has been dynamic on many fronts but has had few visible effects on the US economy or markets – at least that’s…