Insights

Actionable Insight – Federal Reserve in the Crosshairs
US macroeconomic data, especially those related to inflation and employment, suggest a slowdown over the next few months. For now, markets seem to be focused more on the Federal Reserve’s decision regarding interest rate cuts, and are responding positively.

Actionable Insight – Federal Reserve in the Crosshairs
US macroeconomic data, especially those related to inflation and employment, suggest a slowdown over the next few months. For now, markets seem to be focused more on the Federal Reserve’s decision regarding interest rate cuts, and are responding
From our blog

Actionable Insights
From our blog

Weekly Newsletter

Weekly Newsletter – 11th July , 2025
Donald Trump reignited the trade war as he announced tariffs unilaterally

Weekly Newsletter – 13th June , 2025
Economic and policy risk were at least temporarily relegated to secondary

Weekly Newsletter – 6th June , 2025
Last week, the S&P 500 crossed 6,000 marking a bull market

Weekly Newsletter – 30th May , 2025
Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful

Weekly Newsletter – 16th May , 2025
Last week started off with a détente in the US-China trade

Weekly Newsletter – 9th May , 2025
Markets had a relatively calm week. The tone was somewhat optimistic

Weekly Newsletter – 2nd May , 2025
Wall Street saw their longest winning streak since 2004 on the

Weekly Newsletter – 18th April , 2025
U.S. stocks drifted lower in a holiday-shortened week amid trade tensions,

Weekly Newsletter – 11th April , 2025
As we expected, Trump announced a 90-day pause on most reciprocal