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PUBLICATIONS
Digest | 8 July 2025
Reciprocal tariff rates and new sector-based levies bring back protectionist push. US support for Ukraine may be shifting as Trump sours...
12 hours ago5 min read
Outlook | 7 July 2025
A discussion of key themes in the week ahead. Deals or No Deals? For all the attention rightly directed at the content and consequences...
2 days ago4 min read
Digest | 4 June 2025
In contrast to sluggish equities trading, Treasuries rallied on Wednesday as unexpectedly weak domestic data fanned optimism for Fed...
Jun 53 min read
Digest | 3 June 2025
With global equity indices approaching all-time highs, relatively calm markets belied diplomatic, policy, and economic uncertainty ahead...
Jun 44 min read
Digest | 2 June 2025
Geopolitical headlines dominated otherwise quiet trading Monday. Ukraine's sophisticated attack targeting Russian strategic bombers over...
Jun 35 min read
Digest | 29 May 2025
Equities registered modest gains amid quiet trading on Thursday. An appeals court upheld reciprocal tariffs - for now - and the US...
May 304 min read
Digest | 28 May 2025
Notwithstanding a down day for the S&P, technology earnings upside and a seismic court ruling that invalidated emergency tariff orders...
May 294 min read
Digest | 27 May 2025
A deescalation of trade hostilities bolstered equity indices on Tuesday as US markets reopened; the S&P 500 rallied 2.1%. Meanwhile, gold...
May 284 min read
Digest | 22 May 2025
A modest equity retreat accompanied a global bond selloff on Thursday. House passage of tax and spending legislation amplified deficit...
May 232 min read
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