Understanding the Shockwaves of U.S. Tariffs While tariffs imposed by President Donald Trump might have been anticipated, their impact on financial markets has been nothing short of transformative. As seen in the Australian stock market downturn, where the ASX 200 shed approximately $50 billion in a single day, these tariffs have initiated widespread financial anxiety. … Read more
Recent Trends in U.S. Inflation and Federal Reserve’s Strategy The latest reports indicate that U.S. inflation surged in December, showing significant momentum with robust consumer spending on both goods and services. This development suggests that the Federal Reserve (Fed) may pause on interest rate cuts for the foreseeable future. The Fed’s Monetary Policy in Uncertain … Read more
The Rise and Fall of Central Bank Digital Currencies in the U.S. In a surprising turn of events, U.S. President Donald Trump issued an executive order restricting the development of central bank digital currencies (CBDCs). This decision echoes long-standing concerns voiced by Congressional Republicans about the potential risks posed by CBDCs. But what does this … Read more
Treasuries Rally Amid Trump’s Reforms Treasuries have seen a notable rally following President Donald Trump’s recent decisions to refrain from imposing China-specific tariffs and to lift offshore oil drilling bans in most U.S. coastal waters. These moves have quelled concerns over inflation and strengthened bets for interest rate cuts by the Federal Reserve. Coming Attractions: … Read more