Much has been made of President Trump’s ‘Liberation Day’ and the resulting tariffs against US trade partners, but less attention has been paid to the implications of a weaker US Dollar. Since its peak in January, the Bloomberg Dollar Spot Index, which tracks the performance of the US Dollar versus a basket of ten leading […]

At the start of each year, the familiar question arises: “What do you think will happen in the markets this year?” While the most honest answer is that it’s impossible to know with certainty, strategists from major financial firms such as JP Morgan, Goldman Sachs, and Deutsche Bank continue to publish short-term forecasts. These include […]

Gold has held a unique place in history and the global financial system for centuries. Beyond its aesthetic appeal, its scarcity and indestructibility have made it a dependable long-term store of value. The metal cannot be printed or artificially created, making it a natural hedge against inflation, currency devaluation, and economic instability. These enduring traits […]

After surging in the aftermath of Donald Trump’s re-election, Tesla shares have since dropped more than 40% from its December 2024 highs. The electric vehicle (EV) giant is facing a swathe of challenges, including global competition, scrutiny over its leadership, and intensifying political and cultural backlash. In Europe, Tesla shipments for February fell 40% y/y […]

American assets have been under the spotlight recently, specifically equities which have whipsawed after each public comment made by President Donald Trump. The Volatility Index (VIX), which represents the expected annual volatility of the S&P 500 index, surged almost 70% from the end of January to its peak level on the 11th of March. This […]

In today’s environment of heightened market volatility, driven by concerns over inflated valuations in the US and rising geopolitical tensions, many investors fear we’ve reached a peak and that a bear market is imminent. As a result, they often choose to sit on the sidelines, waiting for the perfect moment to re-enter. During these uncertain […]