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…
As we approach the midpoint of 2025, U.S. stock markets remain near all-time highs. Yet beneath the surface, leadership has started to shift, and investors are navigating an increasingly complex environment markedRead 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…
As we progress into 2025, global financial markets continue to be shaped by a mix of optimism, uncertainty, and geopolitical risk. The S&P 500 has maintained its momentum from 2023 and 2024,Read More…
The global investment landscape in 2024 was marked by a striking divergence between US stocks and their international counterparts. While the S&P 500 surged over 23% and completed its best two-year runRead More…
Stock markets continued rising in the second quarter, notwithstanding mounting concerns about inflation and dwindling hopes for a series of interest rate cuts before year-end. The US stock market has experienced overRead 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…