Volatility and MegaCaps drive Μarkets May 15, 2025 With “significant progress” being made in US-China trade talks, including the announcement of a temporary 90-day “haircut” on tariffs, exceeding even the most optimistic…
The trade war is becoming monetary – Dilemma whether to devalue their currency April 24, 2025 Uncertainty over US policy has led to a flight from the dollar and US bonds, with the dollar index down more than 9% so…
USA: three scenarios for the evolution of Trump’s aggressive trade policy April 24, 2025 Three scenarios for the course and impact of US President Donald Trump’s trade policy have been drawn up by the research and consulting firm…
Trump’s Game Theory Sweeps the International Order April 17, 2025 The United States has always been the leader of the free world. Certainly, after the extreme swings of recent weeks, it seems that the…
Globalization is declining – The US aims to become… China March 27, 2025 The era of globalization as we know it is slowly fading, as geopolitical tensions escalate and major powers reshape their economic policies. The question…
Bitcoin reveals hard crash in stocks March 6, 2025 Bitcoin has a good correlation with the stock market, and we are now seeing it outperform the stock market. Since January 20, 2025, when…
Shipping: The Golden Days are returning to the Container industry July 4, 2024 Unsettled weather conditions are a hazard of the high seas. Volatile markets are equally treacherous for the container shipping industry, which carries 80% of…
We are nearing the End of the Debt Supercycle June 27, 2024 “The 2024 deficit will represent 7% of US gross domestic product while the 2034 deficit will be 6.9% of GDP,” the nonpartisan Congressional Budget…
Signs of a recession in the US economy are increasing November 30, 2023 The US economy is showing resilience, but Trust Economics warns that recession is still on the table. In this context, a warning bell is…