Donald Trump – GLOBAL MACRO INSIGHTS

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,...

The West’s Dilemma: Peace Talks, Missiles, and the Endless Tug-of-War

After nearly 1,000 days of resistance against Russia’s invasion, Ukraine’s allies seem to be losing patience and ideas. Western leaders, notably Germany’s Olaf Scholz and...

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...

China’s Trade Surplus Hits New Heights, Setting the Stage for Global Tensions

China’s trade surplus is on track to hit a record high this year, putting it increasingly on a collision course with some of the world’s...

The Return of President Donald Trump: A Blow to Global Climate Efforts and An Opportunity for China

Unsurprisingly, Donald Trump’s re-election is viewed as a setback for global climate action. The president-elect has made it clear he plans to scrap Biden’s clean...

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...

Trump’s Victory: A New Era of Tariffs, Tensions, and a Conservative Court for the Ages

As it seems, Donald Trump has clinched the election, ushering in an era that promises higher tariffs, strained alliances, and a judiciary that may reshape...

Treasury Market Under Pressure as Rising Interest Rates Signal More Pain Ahead

Already stuck in one of its worst slumps of the year, the U.S. Treasury market seems to be sending yet another distress signal as yields...

Emerging Markets Caught in the Crossfire: Fed Missteps, Trump Risks, and China’s Faltering

Emerging market assets are once again feeling the squeeze, caught in the crossfire of U.S. Federal Reserve missteps, Donald Trump’s unpredictable ambitions, and China’s underwhelming...

GLOBAL MACRO INSIGHTS

Tag: Donald Trump