From time to time, we will share with you our insights to give you a window into our investment decision-making process. Feel free to drop us a comment.
Treasuries did what they are supposed to do during market distress. Yields came down sharply and provided a hedge against falling equities.
Positive developments out of China give us a reason to be cheerful in the midst of another Italian budget crisis and increasing US volatility.
What started as a bond selloff infected US equity markets and triggered a liquidation across all global asset classes.
A massive selloff in bonds, a US-China showdown on multiple levels, and a stubbornly higher oil price promise more volatility for global markets.
The US and Canada finally agreed on a new trade agreement, oil prices hit a 4-year high, and China is on pause this week.
The Trump Administration implemented the promised tariffs, and it was not what anyone was expecting. Find out why markets rallied.
When China starts to play different tunes, the resonance will be felt everywhere. Read our latest on the US-China trade talks.
The deadline passed for comment on the tariffs targeting $200 billion of Chinese exports, and so far no implementation schedule has been set.
Trump is further encouraged to pursue better trade deals with hard tactics, and uncertainties popping up again in Emerging Markets.
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