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The 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. […]
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Ukraine plan – A US business. Trump initiated direct peace talks with Putin to address the ongoing conflict in Ukraine....
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US Economics – Few signs of weakness The US economy has proven resilient in yet another round of data releases....
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Download Over the past decade, malnutrition has emerged as a significant global challenge, bringing with it substantial social consequences. One...
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US Politics – Trump gets serious Over the weekend, Trump used National Emergency powers to announce 25% tariffs on Mexico/Canada...
3 February 2025
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Trump inauguration – no fireworks yet Donald Trump was inaugurated last Monday as 47th president of the United States. He...
27 January 2025
Keep readingThere is a general sense of great optimism, but also heightened geopolitical concerns. Americans are extremely positive, while Europe is...
24 January 2025
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The Divergence between Concentration and Value in Equity Markets The global concentration of equity has become increasingly polarised, with a...
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