Trump’s Second Term: A Bonfire of Sacred Cows
Donald Trump has claimed a second term in the White House, riding a wave of populist fervour and a promise to torch the sacred doctrines...
Category: MARKETS
The ECB’s Unclear Stance Is Becoming an Issue
As Eurozone inflation edges above the European Central Bank’s (ECB) sacred 2% target, one might expect a resolute response. Instead, the ECB appears caught in...
Trump’s Foolhardy Dollar Crusade
President-elect Donald Trump has once again shown his knack for turning complex global financial systems into personal political games. This time, he declared war on...
The Fed’s Inflation Dilemma
The Federal Reserve’s preferred measure of core inflation, the Personal Consumption Expenditures (PCE) price index, stubbornly rose again in October, growing 2.8% year-on-year and 0.3%...
Emerging Markets Face the Heat: Trump’s Tariffs, Dollar Strength, and Bond Woes
The outlook for emerging market bonds denominated in local currencies is deteriorating as investors abandon hopes of rate cuts, brace for a potential trade war,...
Trump vs. Powell: A Brewing Showdown That Could Shake America’s Economy
Trump has been openly critical of Powell, the man he appointed in 2018. Nevertheless, in his first post-election press conference, Powell asserted that Trump lacks...
Powell cut interest rates by 25 bps, navigating the Trump Second Term
As Jerome Powell faces the aftermath of Donald Trump’s re-election, the Federal Reserve is under new scrutiny. Powell’s timing on interest rate changes has been...
Bank of Japan Hints at Possible Rate Hike Amid Unwavering Inflation Goals
The Bank of Japan (BoJ) has once again decided to keep its benchmark interest rate unchanged, clinging to the path toward its inflation target. This...
Eurozone Inflation Climbs, Fueling ECB’s Slow Dance on Rate Cuts
Eurozone inflation has defied expectations again, giving the European Central Bank (ECB) yet another reason to drag its feet on interest rate cuts. According to...