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Waiting For Trump And His Policies
The US will be reporting CPI, weekly jobless claims, retail sales and industrial production this week. All of which help paint a picture of the econo…
1 year, 11 months ago
Trump Tariffs Could Trigger US Trade Frontload
MIDF predicts that transshipment activity could heighten in the short term as firms frontload shipments to the US to preempt the imposition of furthe…
1 year, 11 months ago
US Markets Rally On Trump Trades
Wall Street investors are reacting positively to Trumps’ pro-growth policies, including the prospect of lower taxes and reducing regulations. But is …
1 year, 11 months ago
Markets Loving A Trump Presidency
The S&P500 hit a new record high for the 50th time this year on the back of a Trump presidency with his pro-growth policies. We ask Tim Waterer, Chie…
1 year, 11 months ago
Fed Cuts Rates As Expected
As widely expected, the Federal Reserve delivered a 25bps cut in the policy rate yesterday. We ask Brian Arcese, Portfolio Manager & Equity Analyst, …
2 years ago
US Markets Cheer Trump Win
US markets hit a new high on the back of the resounding win of Donald Trump as the 47th President. We ask Tony Nash, CEO, Complete Intelligence if th…
2 years ago
Indonesia, A Laggard But Why?
Indonesia is the largest Asean economy with a population size of close to 300 million people. But of late, their economy has slowed while the Jakarta…
2 years ago
Still Waiting For Details On China's Stimulus Plans
China’s National People’s Congress Standing Committee is expected to sign off on a stimulus package of between 6 trillion and 10 trillion yuan. We as…
2 years ago
For Fixed Income, Stay Neutral For Now
Markets are waiting with bated breath for the outcome of the US elections as both candidates have different economic policies. For insights on how Fi…
2 years ago
All Eyes On Politics For A Change
Investors are staying on the sidelines as US heads for the polls but what should the strategy be for the longer term?
Joe Quinlan, Chief Market Strat…
2 years ago