Our latest insights on the markets.
November – Be thankful
The US government is in a so called shutdown since the first day of October, now the longest one in history (second longest was during Trump’s first term), but that can be misleading.
October – Closed for business
The US government is in a so called shutdown since the first day of October, now the longest one in history (second longest was during Trump’s first term), but that can be misleading.
September – Too good to be true?
For a month that is typically the worst performing one of the year for equities, it ended up being just another strong month in a long streak since “liberation day”, fueled by the hope of an interest rate cut and solid corporate earnings.
August – Everything just got a bit more expensive
August 1st came, and while us common folks may not have felt anything, many US industries and pretty soon the consumer, will feel a pinch. This is also true for foreign companies exporting to the US as most are not able to pass on 100% of the tariffs’ cost. More on this in the chart of the month.