U.S. Treasuries: From Safe Haven to Market Hazard?
The great Treasury selloff is gaining steam—not in a good way. For the third day running, long U.S. government bonds have come under heavy fire,...
Trump’s Tariff Tsunami: History Repeating, with a Bullhorn
President Donald Trump’s “reciprocal” tariffs are now officially in place—ushering in the highest practical import duties in over a century and delivering a thumping blow...
Trump’s Tariffs: is it the end of the King dollar?
As President Donald Trump proudly imposes the highest tariffs in over a century, a more delicate debate simmers beneath the surface: Is the US dollar...
Don’t Count on the Fed to Rescue The US economy
Trump’s full-frontal assault on free trade is nothing short of breathtaking—for its scope, its scale, and its wilful lack of nuance. The average tariff is...
Investors Flee to Treasuries as Trump’s Trade Tantrum Tips the World Towards Stagflation
Shell-shocked investors are stampeding into US Treasuries, desperate for shelter from the economic whirlwind unleashed by President Donald Trump’s latest round of tariff diplomacy. This...
Trump’s “Liberation Day”: an opportunity for Inda to wake up
Donald Trump’s global tariff blitz, a theatrical display of economic nationalism from the Rose Garden, has been received in India with a peculiar blend of...
Trump’s Tariff Crusade: When Protectionism Dresses Up as Patriotism
For a fleeting moment, Wall Street dared to hope that President Donald Trump’s tariff threats were little more than theatrical posturing. Then came Wednesday’s Rose...
The Fed’s Last Stand: When Politics Hijack Monetary Policy
For the better part of the past few decades, the spectre of “fiscal dominance” has remained largely confined to the ivory towers of academia—at least...
The Return of the Bond: Why Tariffs, Tumult and Trump Are Tilting the Yield Curve
As the global trade war escalates, the spectre of a sudden slowdown in US growth is no longer just dinner-party chatter—it’s gripping financial markets and...