The global economy in 2025 showed modest growth at around 2.8%. However, this growth hid significant regional differences and ongoing risks. Monetary Easing Across Advanced Economies The key story in monetary policyRead More…
Global financial markets have experienced extraordinary volatility in the wake of President Trump’s aggressive trade policies. After initially plunging following the April 2 announcement of universal 10% tariffs and hefty “reciprocal” tariffsRead More…
The U.S. economy and stock markets are facing heightened uncertainty as a mix of inflation concerns, political instability, and recession fears weigh heavily on investor sentiment. While economic indicators present a mixedRead More…
Stock markets ended 2023 on a high note, with the developed markets coming in more than 20% ahead for the year on increasingly optimistic interest rate expectations, further bolstered by a moreRead More…
A torrid September for stock markets sent equities tumbling across the board, with the S&P500 ending the month down 4.87% and the quarter down 3.65%. The Nasdaq, which has experienced significant tailwindsRead More…
The Fed continues to navigate a tricky balancing act, taking what could be considered a hawkish pause in June, with the express intention of raising rates again later to get headline consumerRead More…
The global economy is set to experience a “rocky recovery”, according to the IMF’s latest World Economic Outlook, with risks heavily skewed to the downside. Among the risks impacting the global economyRead More…
Financial markets had their worst year since 2008, with equities and bonds ending deep in the red and shedding some $30 trillion in 2022. In the US, the S&P 500 ended almostRead More…
Pessimistic Optimism is the Only Way to Survive: Although most of us are predisposed to being optimistic about financial markets and the economy, we are in an era of seismic change in interestRead More…
The battle against inflation remains the global financial markets’ primary concern. Although there are some signs of inflation easing, namely in commodity and food prices, core inflation remains high, and there’s evidenceRead More…