10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
19/05/2025 US-China truce reduces tariffs for now US-China truce reduces tariffs for now. The trade deal -- even if temporary -- should support economic growth in both countries.
12/05/2025 Fed’s policy dilemma The Fed remained in a ‘wait and see’ mode, whereas the BoE and ECB (last month) cut interest rates in their latest meetings.
5/05/2025 Trump’s first 100 days The eventful first 100 days in office of Donald Trump put into question the dominant role of US assets, thus pushing global investors to look to other...
28/04/2025 Trade war is clouding global growth Trade war is clouding global growth. The recent IMF downgrade highlights how policy ambiguity could hurt global trade and economic activity.
14/04/2025 Diversification in times of uncertain markets Uncertainty on US trade policy and its potential impact on economic activity will keep market volatility high
7/04/2025 Gold at a time of tariffs and trade war President Trump’s announcements of tariffs on ‘Liberation day’ has initiated a sort of a trade war. China has responded with its own tariffs on US goods.
