Tariff Détente?
The US-China tariff truce is a tactical pause, not a final deal but for markets, but it's a...
UK Investment Outlook 2025: A Contrarian’s Opportunity Amid Structural Challenges
The UK economy in 2025 is a study in contradictions: tepid growth, persistent inflation, and fiscal...
What’s Powering Copper Prices — And What Could Disrupt Them
What are the key drivers of copper price movements?
Copper prices are influenced by macro and...
US CPI Cools, But the Inflation Fight Isn’t Over
US April’s CPI report came in softer than expected, but we’re not ready to call it a turning point....
Credit Check
Analyst Weekly, May 19, 2025
Global markets are flashing signals that matter for the road ahead,...
Globalization, Interrupted
Starting your day with Colombian coffee brewed in a German-designed machine, while checking emails...
Trade-Offs and Tailwinds
Markets caught a breather as trade tensions cooled, at least on paper. The US struck a...
UK-US Trade Deal: A Relief, but not a Revolution
Yesterday’s UK-US trade deal may not dismantle Trump’s 10% baseline tariff, but it delivers...
Buffett’s Exit, Big Tech’s Edge
Warren Buffett is making headlines with his retirement, marking the end of an era at Berkshire....
Crunch Time for Tech
Markets faced a whirlwind of tariffs, CEO warnings, and Big Tech reality checks last week. Policy...