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The last six months have been eventful for markets, driven largely by developments under the Trump administration and the campaign...
9 July 2025
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UK: Political Uncertainty Shakes Markets Drama erupted last Wednesday as fears mounted over Chancellor Reeves potentially resigning and taking the...
7 July 2025
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Middle East: A Ceasefire Plunges Oil After the U.S. unleashed massive bunker-buster strikes on Fordow, Natanz, and Isfahan on June...
30 June 2025
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As we approach the midpoint of 2025, the global economic outlook appears increasingly challenging. The first half of the year...
24 June 2025
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Middle East – U.S. enters war The U.S. joined the war over the weekend, launching airstrikes on Iranian nuclear sites...
23 June 2025
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Middle East – Rapid Escalation Last Friday, Israel launched “Operation Rising Lion,” deploying around 200 jets to target Iranian strategic and nuclear...
16 June 2025
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ECB – Last Cut? Last week, the ECB cut rates by 25bps, bringing the deposit rate to 2.0% – its...
9 June 2025
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Tariffs – Drama Last Thursday, a US trade court struck down Trump’s “Liberation Day” tariffs, ruling that they exceeded the...
3 June 2025
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Tariffs – 50% Hit on EU? Delayed for Now Last Friday, Trump abruptly ended the 90-day tariff pause by recommending...
26 May 2025
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US-China Deal: Tactical Pause, but Tariffs Are Here to Stay Last Monday, the U.S. and China struck a surprise deal...
19 May 2025
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US-China talks – Looking for breakthrough This week, U.S. and Chinese officials are set to meet in Geneva from 9...
12 May 2025
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US – Fed on hold The Fed will leave rates unchanged at 4.25-4.50% this Wednesday and provide no new forecast...
5 May 2025
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