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When the uncertain becomes certain

When the uncertain becomes certain

New twists in the trade war waged by the Trump administration against the rest of the world. The latest episodes...

The revenge of the domestics

The revenge of the domestics

There have been many celebrations throughout the ages where domestic servants have become the equal or even taken the place...

The vice tightens on rates

Since the bombshell announcements of “Liberation Day”, most major asset classes have recouped the drastic falls of early April. All...

The vice tightens on rates
Has Trump “liberated” China and Europe?

Has Trump “liberated” China and Europe?

Among the group of countries hit by new trade tariffs from the US, China has suffered most with the imposition...

Already liberated from Liberation Day?

On 2 April 2025, Donald Trump held his long-awaited “Liberation Day” and – with a cardboard chart to back him...

Already liberated from Liberation Day?
A Go player versus a golf player

A Go player versus a golf player

On your left, Xi Jinping, general secretary of the Chinese Communist Party. On your right, Donald Trump, 47th president of...

A question of trust

A few months ago, the succession of record highs for US equities was headline news in the financial press. In...

A question of trust
Taxes, lies and ideals

Taxes, lies and ideals

Despite the storm on equity markets that followed the announcement of new trade tariffs on 2 April, from the plane...

Consumers – the focus of worries – and hopes

Donald Trump’s second mandate differs from his first in many respects, and particularly with regards to consumer confidence. In 2016,...

Consumers – the focus of worries – and hopes
Thank you Mr President

Thank you Mr President

Two months after the inauguration of the new US President, Europe has cause for celebration. Of course, the US hurricane...

Battle stations!

Forget the Magnificent Seven, that exclusive club of US mega-stocks linked, in particular, to the tech and AI sectors. The...

Battle stations!