Dollar Loses Shine in Trade War as Investors Rethink Impact on US Economy
Trade war gathers pace as Trump slaps tariffs on Canada, Mexico and China. But US […]
ECB Review: ‘Meaningfully Less Restrictive’
Today the ECB decided to cut the policy rate by 25bp, so the deposit rate […]
What is the Impact of Tariffs on the U.S. Economy?
The effective U.S. tariff rate is now at its highest level since the 1940s after […]
U.S. Tariffs on Canada Take Effect: What is the State of Play?
The U.S. administration has implemented blanket tariffs on Canada and Mexico after a 30-day reprieve […]
Trump 2.0 & Rising Restrictive Global Trade Policy
Summary Over the past 15 years, trade policies implemented by countries around the world have […]
German Election – A Positive Outcome for Markets and the Economy
The German election makes a two-party government between the conservative CDU/CSU and the Social Democrats […]
RBNZ Cuts the OCR to 3.75%
As widely anticipated, the RBNZ cut the OCR by 50bps to 3.75%. The RBNZ signalled […]
U.K.: Slow Growth, Lingering Inflation, Gradual Rate Cuts
Summary After experiencing solid growth during the first half of last year, the U.K. economy […]
RBNZ Preview: Another Large Step Towards the Neutral Zone
We think it highly likely that the RBNZ will cut the OCR by 50bps to […]
Xi-Trump Call Cancelled, 10% Tariff Just ‘Opening Salvo’, Chinese Stocks Rallying
Geopolitics: First shots have been fired in trade war: While it took more than a […]
Bank of England Review – Gradual Quarterly Cuts Remain Our Base Case
At today’s monetary policy meeting the BoE cut the Bank Rate by 25bp to 4.50%, […]
Takeaways of Trump 2.0 Two Weeks In
Summary A lot has happened since President Trump took office for his second term. In […]