It is hard to overstate the importance of this septet. With the exception of Tesla, all the companies figure among the world’s top seven firms by market capitalisation. Moreover, the group’s combined weighting in the S&P 500 is 29 per cent while its share of...
This is not surprising, given Trump’s threat to revoke “most favoured nation” trade status for China and impose a flat 60 per cent tariff on all Chinese imports. According to Bloomberg, that would slash the proportion of US imports coming from China – the...
On Saturday, Taiwan will fire the starting gun on a succession of elections in the majority of the world’s most important economies and financial markets. To say the 2024 global electoral calendar is a busy one would be an understatement.More than 4 billion people...
Myth 1: Interest rates will fall. This is a myth because the US Federal Reserve has no reason to cut rates. The current US economy displays interest rates, inflation, growth and unemployment all around 3-5 per cent, making lower rates unnecessary. Higher rates are...
We are less than a year away from the 2024 US elections, which will be held on November 5. The next president will inherit a large fiscal deficit, as the Congressional Budget Office predicts that the fiscal deficit will remain steady at 5-7 per...