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01/07/2025, 11:03

What is driving the US dollar down?

The factors driving the US dollar seem to be pushing the greenback in the direction of an even bigger slide. The US dollar has already fallen by more than 10% this year...

by Admin
20/06/2025, 11:09

Risk of a capital war?

When the world’s largest importer engages in a trade war with the rest of the world, it must be engaging in a capital war at the same time.

by Admin
02/06/2025, 11:04

Challenges for the U.S. tariffs

The US Administration’s defeat in the federal Court of International Trade on Wednesday exposes two problems with tariff policy.

by Admin
08/05/2025, 11:06

How the FED copes with political pressure

The FED met yesterday as it attempts to navigate a path through the stagflationary implications of US tariffs. But the Fed’s problems don’t stop here. For unlike other...

by Admin
17/04/2025, 11:09

Economic recession or not amid the US tariffs?

There is clear speculation that many countries could enter a recession as a result of the US tariff shock. This includes not just the recipients of higher US tariffs,...

by Admin
14/04/2025, 11:08

Why did treasuries stumble so badly?

We need to look into why the treasury market has been so volatile in recent days, especially at the very long end of the curve.

by Admin
09/04/2025, 11:05

Risks for asset prices

Without tariff wins from the US Administration, the bleeding will continue in asset prices.

by Admin
04/04/2025, 11:34

What if US tariffs don’t work?

The first issue, of course, is to define ‘tariff success’. We can’t know for sure what constitutes success. But there’s probably three or four definitions according to...

by Admin