It All Comes To Aught – Part 2
There is now a significant risk of market dislocation as Trump will not swerve from his agenda, the Fed will be loathe to step in, and investors are unprepared for the volatility of volatility.
The Two Weeks That Will Be (16th March 2025)
1. Trump“the United States will impose a 5% Tariff on all goods coming into our Country from Mexico, until such time as illegal migrants coming through Mexico, and into our Country, STOP. The Tariff will gradually increase until the Illegal Immigration problem is remedied”. So tweeted Trump, on the same day that his Vice President flew back from Ottawa after …
It Will All Come To Aught
Five years ago, we argued that when it came to policymakers’ response to the impending pandemic, “it all comes to nought”: that interest rates would be slashed to zero but the impact would be far from enough to offset the financial crisis enveloping the world on top of a health crisis. While right on the …
US Election Guide 2024
CLICK HERE to download our 3 page guide to the US Election which includes: With thanks to our team, particularly Alice Emmett and Ethan Adams, for their hard work and colour coordinated contributions.
The Month That Will Be
1. The Central BanksOn Wednesday the Bank of Japan will hike interest rates, the Fed will be unchanged but signal a cut is coming in September, on Thursday the Bank of England will leave rates dovishly unchanged and on Tuesday 6th August the RBA will hike if the Australia CPI data released Wednesday is even a smidge above expectations. In short, this is not quite the dovish pivot from the world’s …
The Big Election Two Weeks That Will Be
1. The UKWe all know that Sir Keir Starmer will become the UK Prime Minister in the wake of the General Election on Thursday. We also know that he will have a decent majority, or even a massive one. That means we also know who the opposition will be: the Labour Party. Or rather, certain factions …
