The global financial landscape was significantly impacted by the US trade conflicts, leading to market volatility, altered trade relationships, and heightened economic uncertainty worldwide.
7 Apr 2025
Bond appetite! interest rate cuts on the menu
The imposition of aggressive tariffs by the US prompted retaliatory actions from countries like China, the EU, and the UK, leading to widespread market declines, heightened fears of a global recession, and increased uncertainty in both developed and emerging markets.
31 Mar 2025
Lag-nificent 7
President Donald Trump’s announcement of a 25% tariff on all imports of foreign-made cars and parts has significantly impacted global markets, raising concerns about inflation, economic growth, and the potential for a broader trade war.
24 Mar 2025
Don’t forget cash
Across global markets, economies are grappling with persistent inflation, slowing growth, and rising uncertainties. Central banks are adopting a cautious approach, maintaining interest rates amid mixed signals from economic data, while governments and businesses struggle to navigate rising costs, trade tensions, and supply chain disruptions.
17 Mar 2025
Minimum Volatility: why it’s outperforming in 2025
Last week we saw significant volatility in global stock markets, primarily driven by escalating trade tensions and concerns over potential economic slowdowns. This underscores the interconnectedness of global economies and the sensitivity of financial markets to geopolitical developments.
10 Mar 2025
Soaring risk aversion
The week of March 3 to March 7, 2025, was marked by escalating global trade tensions, particularly between the US and its major trading partners, leading to significant market volatility, shifts in fiscal policies, and adjustments in economic forecasts across multiple regions.
3 Mar 2025
Topped Trumps
Global financial markets were influenced by a combination of corporate earnings volatility, strategic international agreements, and the broader implications.
24 Feb 2025
Emerging, but top-heavy
The announcement of new US tariffs on imports from China, the European Union, and Japan has escalated global trade tensions. These measures have prompted discussions among affected nations about potential retaliatory actions and raised concerns over the stability of international trade relations. This development underscores the interconnected nature of global economies and the potential widespread impact of policy decisions made by major economic powers.
