Late last Friday, the U.S. administration announced exemptions for phones, computers, and chips from Trump’s tariffs after imposing a 145% tariff against China – a large exporter of electronics – a few days ago. It is becoming increasingly clear that the...
Harold Wilson once said a week is a long time in politics. He might have had the foresight to be referring to Liberation Day and the subsequent fallout into markets. One particular point that has been raised by many market participants is the recent fall in the dollar...
Within hours of the large-scale tariffs taking effect, the Trump administration announced a 90-day pause, replacing the full tariff package with a baseline 10% rate. China—among the first countries to respond with retaliatory tariffs—was excluded from this pause and...
The recent imposition of sweeping U.S. tariffs has triggered a sharp stock market selloff, erasing up to $2.5 trillion in market value. More importantly, this sell-off reflects rising expectations of inflation pressure and global recession risk. In response to this...
I recently attended the Neudata conference on alternative data in London. I had last gone quite a few years ago, and I was pleasantly surprised about how much bigger the event had become. Alternative data has become an important part of the financial services...
Yesterday, President Trump announced a minimum 10% tariff on all imports into the United States, with higher rates targeted at countries running large trade surpluses with the U.S. Notably, Canada and Mexico are exempt from these new measures. For many analysts, the...
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