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Trump&rsquo;s tariff policy and trade tensions cause market declines. Elevated trade uncertainty continued to dent business confidence and investor sentiment. Fears of a US recession eroded the Ameri...

Multi-Asset Weekly: Rising Recession Worries Amid Tariff Tensions


US: Policy uncertainty spikes. Relentless back and forth on trade, national security, and government operations have raised consumer and business anxiety in the US. Additionally, policy uncertainty h...

Economics Weekly: Rising Recession Fears


Global equities face losses from disappointing data. US major indexes posted their worst performance of 2025 with the Dow and NASDAQ both declining 2.5%, while the S&amp;P 500 shed 1.7%. Economic dat...

Multi-Asset Weekly: Global Equities Disappoint Amid Economic Apprehension


US: Options to contain long-term yield. A tight labour market, strong retail demand, and seasonal factors are adding heat to US inflation readings with January headline and core CPI surprising on the...

Economics Weekly: Strategic Policies to Address Economic Uncertainties


Equity markets posted solid performances. Positive sentiment from the delay of reciprocal tariffs by the US benefitted global markets. US stock markets rose, boosted by earnings, but higher-than-expe...

Multi-Asset Weekly: Markets Rise Amid US Tariff Delays


US: Trade war tensions on the rise. The Biden administration has handed over a US economy on the march to the Trump team. GDP grew by a robust 2.8% in 2024 with consumption, investment, and public sp...

Economics Weekly: Global Economies at Crossroads


Markets mostly lower amid AI competition and tariff threats. Global equity markets finished a volatile week mostly lower, with developed markets declining 0.5% while emerging markets were up 0.3%. A ...

Multi-Asset Weekly: Market Divided Amid AI Disruption and Tariff Risks


US: Higher tariffs loom with Trump 2.0. With Trump 2.0, higher tariffs are guaranteed. Beyond going after China, US trade and commerce officials will go after Mexico and Vietnam to restrict China&rsq...

Economics Weekly: US Consumers to Bear the Burden of Trade Tariffs


US, Europe, and China markets rallied on better economic data while Japan markets fell on hawkish BOJ tilt. US markets rallied on the resilience of the economy, lower-than-expected inflation data, an...

Economics Weekly: Steady Outlook Ahead


Global equities face pressure from rising yields. US equities retreated as inflation concerns resurfaced and political uncertainty lingered. The S&amp;P 500 dropped 1.9%, while Nasdaq fell 2.3%. The ...

Economics Weekly: Rate Cut Outlook on Track

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