Graph of the Week –...
Following US President Donald Trump’s postponement of high imports tariffs on most nations for at least for 90 days on…
11/04/25
US
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Graph
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Article
Weekly Market Update – Turmoil...
Donald Trump has followed through on the ‘Liberation Day’ tariffs. There was no last-minute reprieve from the White House, so…
09/04/25
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Article
Trump’s tariffs – A paradigm...
In the absence of major revisions, the latest US import tariffs are a stagflationary shock for the US economy, potentially…
07/04/25
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Podcast
Talking Heads – Emerging markets...
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world?…
04/04/25
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Article
Weekly Market Update – Anticipation
Investors have been on tenterhooks ahead of news on the Trump administration’s latest tariff salvo. But looking beyond the headlines,…
02/04/25
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Article
Weekly Market Update – Hope...
In the absence of data suggesting that a significant weakening of the US economy may lie ahead, US stock markets…
27/03/25