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PUBLICATIONS
Recap | 11 August 2025
US and China agree to extend retaliatory tariff pause for another 90 days.
Aug 123 min read
Recap | 6 August 2025
President Trump will meet with President Putin in the next few days after 'productive' dialogue in Moscow, but the possibility of sanctions remains.
Aug 76 min read
Recap | 4 August 2025
The US threatened to impose additional tariffs on India given its purchases of Russian oil ahead of President Trump's August 8 ceasefire deadline in Ukraine.
Aug 55 min read
Points | FOMC - Degrees of Freedom (July 2025)
Without committing to a preset course, the Federal Reserve signaled that it will consider adjusting policy at the September meeting after holding in July. Whether a majority will choose to ease and lower rates will depend on participants' views of labor markets and the inflation outlook at that time. The Fed has characterized employment as at or near maximum and inflation as somewhat above target, which together have called for a modestly restrictive stance (i.e., above-neutr
Aug 320 min read
Recap | 24 July 2025
President Trump visits the Fed to push for lower rates ahead of July FOMC
Jul 253 min read
Recap | 22 July 2025
Buoyant equity markets follow announcement of US-Japan trade deal
Jul 232 min read
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