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As expected, the Fed left interest rates unchanged at 4.25-4.50%. The main takeaway is that there’s a lot more uncertainty now — both...

We're now about three weeks out from Liberation Day, and the economic fallout is really starting to show. The U.S. administration seems...

Yesterday’s Liberation Day didn’t just celebrate history — it wiped out a year’s worth of gains in risky assets and liberated investors...

During the first four weeks of Trump’s presidency, his administration has pushed through a flurry of executive orders and made some key...

Good morning,   The lead-up to the inauguration reignited interest in the "Trump 2.0 trade" over the past week, with growth and...

Good morning and Happy Holidays.   Federal Reserve Chair Jerome Powell yesterday delivered a speech that offered important insights into...

Our view for the year ahead What has/will happen Inflation has entered a new regime, will be more persistent and volatile due to...