Three weeks around the world in five minutes
The United States is facing growing uncertainty due to rising tariffs and a projected $10 trillion in debt issuance, which...
13 May 2025
Keep readingThe central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]

The United States is facing growing uncertainty due to rising tariffs and a projected $10 trillion in debt issuance, which...
13 May 2025
Keep readingMarket Views Credit Global Credit
US-China talks – Looking for breakthrough This week, U.S. and Chinese officials are set to meet in Geneva from 9...
12 May 2025
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US – Fed on hold The Fed will leave rates unchanged at 4.25-4.50% this Wednesday and provide no new forecast...
5 May 2025
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IMF – Waning investor trust in US assets Last week, the Global Credit Team attended the IMF meetings in Washington...
28 April 2025
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Bearish Lows, Bullish Highs: A week of extremes The first week of April was characterised by markets on a rollercoaster....
23 April 2025
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Tariffs – Mexican standoff US and China are currently stuck in a “Mexican standoff” on tariffs. Both parties escalated initial...
22 April 2025
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Trade wars – Escalation mode Global trade wars took an escalatory turn last week. The US government raised tariff rates...
14 April 2025
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Liberation Day – Trump shocks global trade Last Wednesday Trump imposed global tariffs at his proclaimed “Liberation Day”. The US...
7 April 2025
Keep readingOn 2 April, Trump announced a new set of “reciprocal” tariffs to strengthen the US economy, signalling a significant shift...
3 April 2025
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The Trump 2 administration has shifted the focus from Wall Street to Main Street, with active tax policies and tariffs...
1 April 2025
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Auto tariffs – Game on Last week, President Trump signed an executive order introducing tariffs on automobiles and automobile parts imported...
31 March 2025
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