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Global markets in perspective.

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April 11, 2025

TRUMP’S TRADE POLICY PART 2: RECIPROCAL TARIFFS

President Donald Trump’s recent tariff policy has seen a whirlwind of economic disruption, political manoeuvring, and global trade recalibration. Initially heralded as a bold move to restore equity in international commerce, the rollout of “reciprocal tariffs” quickly sent financial markets into a tailspin. Now, with a partial pause announced, the story of these tariffs reflects […]
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April 4, 2025

TRUMP’S TARIFFS CAUSE GLOBAL TURBULENCE

On Thursday, Bloomberg published an article claiming that tech giant, Microsoft, had halted or delayed several data centre projects both in the United States (US) and around the World. News reports in late February claimed that Microsoft had walked away from several power generation deals which were meant to serve new and power-hungry data centres. […]
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March 28, 2025

DRIVERS OF MARKETS – SENTIMENT OR DATA?

There are two types of economic data: soft economic indicators based on sentiment, which are qualitative and therefore, subjective
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March 14, 2025

THE EVOLUTION OF INVESTOR SENTIMENT TOWARDS US TRADE TARIFFS

As the world navigates the complex landscape of international trade, United States (US) President Donald Trump has been at the forefront of news headlines.
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March 7, 2025

GERMANY’S ECONOMIC GAMBIT: A €500 BILLION BET ON THE FUTURE

In a move that sent shockwaves through the European economic landscape, Germany shattered its long-held fiscal conservatism by announcing it would establish a €500 billion infrastructure fund.
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February 28, 2025

CHINA’S PRIVATE SECTOR RENAISSANCE: A NEW CHAPTER IN ECONOMIC STRATEGY?

China’s relationship with its private sector has undergone a remarkable transformation, reflecting the country’s broader economic evolution.
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February 21, 2025

A G20 WITHOUT THE US

Under the theme “Solidarity, Equality, Sustainability”, South Africa has set an ambitious agenda for its G20 presidency. The focus on inclusive economic growth, industrialisation, employment, and reducing inequality reflects the pressing needs of the Global South.
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February 14, 2025

THE GREAT MARKET DEBATE: POLICY VS PRICE

In the ever-evolving world of financial markets, investors and analysts alike often find themselves pondering a fundamental question: what truly drives the markets? Is it the invisible hand of policy or the tangible force of price?
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February 7, 2025

NAVIGATING ECONOMIC CROSSWINDS

As winter’s chill grips the United States (US), the economic landscape is heating up with unexpected twists and high-stakes policy shifts.
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January 31, 2025

DISRUPTING THE DISRUPTORS

DeepSeek’s unveiling of a highly efficient artificial intelligence (AI) model that rivals established players at a fraction of the cost, triggered a significant sell-off this week in stocks that directly or indirectly derive revenue from AI.
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January 24, 2025

UK ECONOMY FACES AN UPHILL BATTLE

The International Monetary Fund projects that the United Kingdom’s (UK) gross domestic product (GDP) will grow by 1.6% in 2025 and 1.5% in 2026. This is up from a dismal 0.9% in 2024, which fell short of earlier predictions.
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January 17, 2025

A BUMPY START FOR 2025

The opening weeks of 2025 have been anything but smooth sailing, with market sentiment being driven by an uncertain global economic and geopolitical outlook.