Looking Beyond the War
Discussion Point: Wars create short-term uncertainty and volatility, but history shows that the real investment opportunity lies in the policy response particularly how energy shocks force structural reforms, infrastructure spending, and sector rotation. War always dominates the headlines. It shapes global policy and forces volatility into every chart we watch. But if you’ve spent enough […]
TACO Tuesday for Trade Policy
Our latest report breaks down the legal challenges to Trump’s tariffs and what they could mean for U.S. trade policy, global markets, and investors. Key Points Trump’s Tariffs Under Fire: Legal Setback and the Rise of “Taco” In April 2025, Donald Trump announced the “Liberation Day” tariffs broad import duties starting at 10%, rising higher […]
Q2 2025 Market Outlook: US-China Trade War, Investment Strategy & Safe Haven Assets
Get ahead of market shifts with our Q2 2025 Market Outlook. Analyze US-China trade war effects, asset volatility, and top investment strategies for navigating uncertainty. Discussion Points Key points to consider in our Q2 2025 Market Outlook: • U.S has exempted China from the 90-day tariff pause, placing a 145% tariff on Chinese imports.• China […]