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Sunny with the odd shower
The big picture is unchanged. Global growth is positive, and expectations are being nudged higher. Inflation is coming down, but the phrase “the final mile of...
Regional Economic Advantages
1. The continued potential nearshoring presents:In early 2018, prior to the implementation of Trump's tariffs, China held a significant share of 22% in US impor...
Forget the politics: Why election uncertainty won’t, and shouldn’t, put investors off the US
Carry me home
Markets are getting close to pricing out any interest rates cuts for 2024. That seems a little extreme. In Europe and the UK, inflation is likely to ease furthe...
Take Two: US inflation rises more than expected; ECB hints it may cut rates soon
What do you need to know?US annual inflation rose more than expected to a six-month high of 3.5% in March from 3.2% in February, raising questions over when the...
Boom boom pow
It feels like boom time. Markets are hitting all-time highs. The US economy continues to defy expectations, adding 303,000 non-farm jobs in March. There are gre...