Tariffs, trade wars, and market tantrums

These are interesting times. We hope it doesn’t get more interesting! Trump’s wild policy gyrations have already shaken markets and…

Lenses of History

Stocks corrected in February as the world grappled with Trump’s oscillating policy announcements. A flight to safer assets resulted in…

January market review

2025 began with the market awaiting Trump’s inauguration on 20th January and apprehensively watching the launch of his policies. The…

November market review

In November, the US presidential elections dominated the news flow. Trump’s win has forced market participants to reevaluate their portfolios…

October market review

The market’s focus during October was the US elections and the consequences of victory of each side. As betting markets…

September market review

The much-anticipated Fed rate cuts finally started in September. Fed Chair Powell indicated that their larger than expected 50bp cut…

Markets review

In July and August, markets started to get jittery with major stock indices peaking as investors worried about a potential…