GLOBAL MACRO INSIGHTS

Trump Takes Aim at “Too Late” Powell – Again – Stirring Fresh Doubts Over Fed Independence

President Donald Trump, never one to miss a well-timed jab, has once again set his sights on Federal Reserve Chair Jerome Powell, suggesting his departure...

Trump’s Trade War and the Dollar, a moment of history?

In a plot twist worthy of a financial soap opera, the US dollar—once the shining beacon of global stability—is starting to look suspiciously like another...

U.S. Treasuries: From Safe Haven to Market Hazard?

The great Treasury selloff is gaining steam—not in a good way. For the third day running, long U.S. government bonds have come under heavy fire,...

Trump’s Tariff Tsunami: History Repeating, with a Bullhorn

President Donald Trump’s “reciprocal” tariffs are now officially in place—ushering in the highest practical import duties in over a century and delivering a thumping blow...

Don’t Count on the Fed to Rescue The US economy

Trump’s full-frontal assault on free trade is nothing short of breathtaking—for its scope, its scale, and its wilful lack of nuance. The average tariff is...

Investors Flee to Treasuries as Trump’s Trade Tantrum Tips the World Towards Stagflation

Shell-shocked investors are stampeding into US Treasuries, desperate for shelter from the economic whirlwind unleashed by President Donald Trump’s latest round of tariff diplomacy. This...

Trump’s Tariff Crusade: When Protectionism Dresses Up as Patriotism

For a fleeting moment, Wall Street dared to hope that President Donald Trump’s tariff threats were little more than theatrical posturing. Then came Wednesday’s Rose...

The Return of the Bond: Why Tariffs, Tumult and Trump Are Tilting the Yield Curve

As the global trade war escalates, the spectre of a sudden slowdown in US growth is no longer just dinner-party chatter—it’s gripping financial markets and...

From Global Champion to Customs Collector: America’s Protectionist Renaissance

Nearly a century ago, the United States passed a notorious tariff law that plunged the world into a trade war and prolonged the Great Depression....