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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
16/04/2025, 11:16

How will the FED act amid US tariffs?

The FED is in a quandary as it parses the likely effect of punitive US tariffs. The tariffs act as a negative supply shock that lowers growth and lifts inflation.

by Admin
15/04/2025, 11:03

Will the US dollar continue to slide?

The US dollar is at a very interesting juncture because it is going down when theory and historical precedent suggests that it should be going up.

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
11/04/2025, 10:55

How deglobalisation impacts financial assets

We’ve had the everything bubble in financial assets and now it seems that we’re in the everything bust with supposedly ‘safe’ treasuries the next shoe to drop.

by Admin