I am constantly amazed at certain articles of faith among the economics community. In my line of expertise, one of the most amazing to me is the absolute conviction with which the economics community...
Markets had another interesting week as US President Donald Trump pledged more tariffs ahead. A potential peace deal appears to be gaining traction between Russia and Ukraine but this did little to...
Germany goes to the polls, but far-right AfD is unlikely to form a government. German CPI data might be a bigger driver for the euro. US inflation is also in the spotlight as the PCE report is...
SUN: German National Election MON: Bank of Israel Announcement, German Ifo (Feb), EZ HICP Final (Jan) TUE: PBoC MLF, NBH Announcement, BoK Announcement, German GDP Detailed (Q4), US CaseShiller...
The beginning of 2025 witnessed a complex geopolitical scenario in Europe, with the most prominent events expected to impact financial markets. The intersection of political instability, economic...
For Part 1 on “Tariff Risk” read: Tariff Impact Not As Bearish As Predicted. In “Trumpflation” we discussed why the tariff risk was not inflation. To wit: “Today, globalization and technology give...
Stocks in anticipation mode as gold retreats from new highs. Euro on the back foot despite positive PMI survey numbers. German election could result in a risk-off reaction on Monday. Yen suffers...
This article explores what is driving the alcohol industry's downturn and where the industry is headed. Introduction Every new year, millions of people commit to giving up various indulgences, such...
During US President Donald Trump’s first term in the White House (January 2017 through January 2021), there were a range of economic and financially divisive policies pursued that meaningfully...
Dollar rebounds ahead of FOMC meeting minutes. RBNZ cuts rates by 50bps, signals slower easing pace. Yen gains on more BoJ hawkish rhetoric, UK inflation accelerates. S&P 500 enters uncharted...