Posts Tagged ‘US’
‘Twas The Road Trip Before Christmas, and the Markets Barely Budged
I drove from Portugal to the UK and back – so the only thing moving consistently over the past 8-days was my car. With Christmas just two weeks away, the trading floors remained quieter than usual, with many already lost in seasonal lunches or waiting for someone else to kick-start the action.
Read MoreGlobal Investment Outlook: Market Dynamics in 2025
The investment landscape in 2025 has presented a fascinating paradox. While many individual investors have faced personal challenges, institutional capital has found remarkable opportunities in elevated market volatility and emerging structural shifts across global economies.
Read MoreIf the Wheels Are Coming Off the Economy, Why Are We So Positive About Equity Markets?
It appears that employment in the U.S. is no longer as buoyant as many expected. Rate cuts are being demanded – perhaps unnecessarily – and we continue to compare today’s economic figures with those of past years, often without accounting for the differences in today’s environment.
Read MoreA Brief Moment of Reflection and Explanation
According to the latest data, since Donald Trump took office, the United States has seen over $3 trillion in promised investment, creating taxpaying jobs for many Americans.
Read MoreIt’s a Fire Sale!
It’s been a hell of a week – literally. A fire at my house has caused significant damage, and let’s just say my wife is less than impressed. As I sit here writing this, I’m still waiting for the insurance guy to turn up, which means I’m currently camping at the in-laws. Not exactly the five-star accommodation I had in mind, but hey, at least the foods decent.
Read MoreForget EUR/USD. The popular trade is now in OMB/TCZ!
This catchy acronym represents “Orange Man Bad” versus “That Clown Zelensky,” which captures the current geopolitical buzz. Without delving into the rights and wrongs of recent events, let’s focus on how these dynamics have and will shape our investment strategies.
Read MoreAre we going to see the risk premium downgraded?
As we inevitably get closer to a cease-fire and end of hostilities in Ukraine, the markets will have to go through a period of rebalancing and reassessment. This week we have seen both Gold and digital gold (Bitcoin) drop handsomely. These, along with the price of oil, are all products that see their prices rise when global risk increases.
Read MoreUkraine, Tariffs and the Impact on Global Stock Markets
The Potential Impacts on Global Stock Markets if the war in Ukraine ceases while President Trump intensifies tariffs on the European Union (EU).
Read MoreReasons to Be Cheerful!
With so much happening in the world – especially now that Trump is back in office – the outlook is looking much brighter. The physical gold we bought three years ago at €1,700 per ounce is now over €2,800, and the trend remains positive.
Read MoreTrump’s Tariff War: Commodity Prices, Global Impacts & U.S. Strategic Gains
Overview of Trump’s Tariff Strategy: President Donald Trump has announced a new wave of tariffs on Canada, Mexico, and China, targeting key sectors such as energy, agriculture, and industrial manufacturing.
Read MoreTrump’s Tariffs: Risks and Opportunities for Investors in Agriculture
For investors and speculators, grain and soybean markets have long been a fertile ground for opportunity, particularly during periods of price weakness.
Read MoreA New Era for American Politics and Economics
While many might have hoped for it, the only law Trump didn’t put among his executive orders was one mandating the purchase of Bitcoin. We have undoubtedly entered a new era – whether for better or worse depends on one’s perspective.
Read MoreFortunately, I’m Still Speculating – My UK Pension Won’t Be Enough for What’s Ahead!
The message may be blunt, but it’s essential: The economic landscape in Europe looks far from promising, especially for those of us watching closely as speculating investors.
Read MoreStrategic Economic Outlook for 2025: Navigating a Year of Massive Change
The global economic landscape of 2025 presents a tale of two divergent paths: a dynamic resurgence in the United States under the Trump Administration and a deepening crisis in Europe.
Read MoreThe End of a Weird but Wonderful Year
As we approach the festive season, I want to take a moment to wish each of you a very Merry Christmas. For those who’ve had an exceptional year, that joy is a given—but it’s worth extending holiday cheer to everyone, regardless of the numbers on the balance sheet.
Read MoreA Series of Disruptive Events
This past week has been marked by a series of events that disrupted market expectations and posed significant challenges. From Donald Trump’s prominent appearance at Notre Dame to the swift removal of…
Read MoreThe Big Picture: Too Much to Take In
It’s December, so let’s review the big picture before everyone issues their yearly forecasts. The global economic landscape continues to evolve rapidly, with significant developments on both sides…
Read MoreEveryone’s a Winner!
Or, as the UK Conservatives might announce with enthusiasm: Stock Market, UP! Bitcoin, UP! Dollar, UP! It’s a great result for business, and while some may exhibit crocodile tears over the result, the reality is that many who supported the Kamala Harris campaign likely recouped their funding due to the market’s bullish response to the TRUMP VICTORY.
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