GLOBAL MACRO INSIGHTS

Trump’s ‘Liberation Day’: The Return of Economic Imperialism in Full Swing

President Donald Trump has escalated his economic warfare, signing a proclamation imposing a 25% tariff on imported automobiles. The move is the latest salvo in...

Where does the US economy stand?

US economic data is currently doing a rather impressive job of contradicting itself, sparking fierce debate over whether President Donald Trump’s delightful mix of trade...

From Growth Euphoria to Recession Fears in Record Time

Only weeks ago, market analysts debated whether the U.S. economy would accelerate under Trump’s tax-slashing, protectionist agenda. Now, suddenly, the dreaded R-word (recession, not ‘Republican...

The Euro’s Great Comeback: A False Dawn or the Real Deal?

The euro has staged its most impressive three-day rally since 2015, sending traders into a frenzy and fuelling speculation that the single currency could surge...

The Dollar’s 2025 Paradox: Trump’s Inflationary Boom or a Looming Catastrophe?

If history has taught us anything, economic fundamentals eventually catch up with political bravado. As we move deeper into 2025, the U.S. dollar remains a...

Trump’s Economic Gamble: Tariffs, Debt, and a Dose of Wishful Thinking

President Donald Trump has finally set his grand economic experiment in motion, imposing sweeping tariffs on Canada, Mexico, and China while reassuring the American public...

The New US Budget Playbook: Tax Cuts, Debt, and Denial

As Congress wrestles with another monumental budget resolution, the Republican Party—historically the self-proclaimed guardians of fiscal responsibility—finds itself in a somewhat awkward silence. The latest...

Trump’s Trade War Escalation: A Policy for Disaster

President Donald Trump has made good on his threat to hammer Canada and Mexico with hefty import tariffs while doubling down on China, effectively dragging...

Markets in Turmoil: The Trump-Zelensky Clash and Its Economic Aftershocks

The latest meeting between Donald Trump and Volodymyr Zelensky was expected to clarify Ukraine’s future, but instead, it ignited a firestorm of uncertainty across global...