GLOBAL MACRO INSIGHTS

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....

America’s Debt Time Bomb

The Congressional Budget Office (CBO) has once again sounded the alarm, warning that the federal government might run out of money to pay all its...

Trump’s ‘Liberation Day’: The Return of Economic Imperialism in Full Swing

President Donald Trump has escalated his economic warfare, signing a proclamation imposing a 25% tariff on imported automobiles. The move is the latest salvo in...

Where does the US economy stand?

US economic data is currently doing a rather impressive job of contradicting itself, sparking fierce debate over whether President Donald Trump’s delightful mix of trade...

From Growth Euphoria to Recession Fears in Record Time

Only weeks ago, market analysts debated whether the U.S. economy would accelerate under Trump’s tax-slashing, protectionist agenda. Now, suddenly, the dreaded R-word (recession, not ‘Republican...

The Euro’s Great Comeback: A False Dawn or the Real Deal?

The euro has staged its most impressive three-day rally since 2015, sending traders into a frenzy and fuelling speculation that the single currency could surge...

The Dollar’s 2025 Paradox: Trump’s Inflationary Boom or a Looming Catastrophe?

If history has taught us anything, economic fundamentals eventually catch up with political bravado. As we move deeper into 2025, the U.S. dollar remains a...

Trump’s Economic Gamble: Tariffs, Debt, and a Dose of Wishful Thinking

President Donald Trump has finally set his grand economic experiment in motion, imposing sweeping tariffs on Canada, Mexico, and China while reassuring the American public...