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Market Outlook October 2025

AI-driven growth meets financial fragility Despite headwinds like a government shutdown and weak private employment data, global markets continue to climb, buoyed by expectations of interest rate cuts and enthusiasm ...
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MARKET OUTLOOK SEPTEMBER 2025

LEGAL TUG-OF-WAR IN THE UNITED STATES Last week, a U.S. appeals court ruled that many of Trump’s import tariffs were “illegal,” stating that he had exceeded his authority in imposing ...
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MARKET OUTLOOK AUGUST 2025

BULL MARKETS CLIMB A WALL OF WORRY Things get critical when almost everyone believes that prices will rise much higher. At that point, most market participants who were willing to ...
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Market Outlook July 2025

Markets remain remarkably resilient despite geopolitical shocks and policy uncertainty In recent months, investors have adopted a new mantra: “Nothing ever happens” – at least when it comes to market ...
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Market Outlook June 2025

Markets in a holding pattern: calm before the storm or a new normal? Despite a flurry of often conflicting messages from the White House on trade, monetary policy, and geopolitics, ...
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Market Outlook May 2025

The shift from “America First” to “America Last” has been starkly reflected in the US stock market’s performance. US equities have underperformed global markets by the largest margin in over ...
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Market Outlook April 2025

Those hoping for prosperity under Trump have had an unpleasant shock. The so-called liberation day and reciprocal tariffs on about 90 countries were the triggers of a record market selloff. ...
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Investment Outlook March 2025

Investors see Europe as a museum: a continent stuck in the past, with no ability to innovate, much less generate profits. The United States has far outpaced the European Union ...
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INVESTMENT OUTLOOK February 2025

“New Player in the market”. DeepSeek is the Chinese answer to American supremacy in the field of artificial intelligence. Donald Trump was inaugurated as the 47th President of the United ...
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